← Back to searchVisit website
HORIZONS WEALTH MANAGEMENT
HORIZONS WEALTH MANAGEMENT, INC.
CRD 127457 · SEC 801-116722
82 PATTON AVE., SUITE 206, ASHEVILLE, NC, 28801, United States
Phone
828-337-9395
Fax
800-680-0982
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.2M
Discretionary AUM
$258.2M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $74.4M |
| High net worth individuals | 69 | $173.5M |
| Pension/profit sharing plans | 5 | $10.4M |
States served
NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD