82 Patton Ave.
Suite 206
Asheville, North Carolina 28801
Tel: 828-337-9395
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127457 |
SEC# | 801-116722 |
Assets Managed by Firm | $153,773,485 |
No. of Clients | 559 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 559 | $153,773,485 |
Individuals (other than high net worth individuals) | 183 | $51,225,774 |
High net worth individuals | 50 | $98,920,685 |
Pension and profit sharing plans | Fewer than 5 clients | $3,627,026 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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