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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $308K |
| High net worth individuals | 28 | $18.9M |
Official SEC filing: View on IAPD