HORIZONS WEALTH MANAGEMENT

82 Patton Ave.
Suite 206
Asheville, North Carolina 28801
Tel: 828-337-9395

About HORIZONS WEALTH MANAGEMENT

HORIZONS WEALTH MANAGEMENT, formally registered with the SEC as HORIZONS WEALTH MANAGEMENT. The firm was established in 06/03/2019. They have over 2 offices throughout the country.

HORIZONS WEALTH MANAGEMENT is a Asheville, North Carolina based Financial Planning firm with nearly $219,485,698 assets under management, offering retirement planning & investment advisory services to 613 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127457
SEC#	801-116722
Assets Managed by Firm	$219,485,698
No. of Clients	613
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	613	$219,485,698
Individuals (other than high net worth individuals)	200	$59,738,611
High net worth individuals	66	$151,772,808
Pension and profit sharing plans	5	$7,974,279

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