Falists
← Back to search

HORIZON WEALTH GROUP, LLC

CRD 318936

1415 GENE ST, WINTER PARK, FL, 32789, United States

Phone

407-577-3818

Fax

Registration

— (—)

Source

State registered

Total AUM

$19.2M

Discretionary AUM

$19.2M

Team

2 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals2$308K
High net worth individuals28$18.9M

Official SEC filing: View on IAPD