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HORIZONS WEALTH MANAGEMENT

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

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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 $153,773,485 assets under management, offering retirement planning & investment advisory services to 559 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127457
SEC#801-116722
Assets Managed by Firm$153,773,485
No. of Clients559
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total559$153,773,485
Individuals (other than high net worth individuals)183$51,225,774
High net worth individuals50$98,920,685
Pension and profit sharing plansFewer than 5 clients$3,627,026

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