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HORIZON WEALTH ADVISORS
HORIZON WEALTH ADVISORS, LLC
CRD 148338 · SEC 801-100378
PA, United States
Phone
941-362-0161
Fax
866-293-4499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$235.0M
Discretionary AUM
$231.4M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 496 | $77.6M |
| High net worth individuals | 71 | $151.6M |
| Pension/profit sharing plans | 15 | $5.8M |
States served
PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD