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GROWTH HORIZONS WEALTH MANAGEMENT LLC
CRD 328037
601 QUAIL VALLEY DR., GEORGETOWN, TX, 78626, United States
Phone
512-316-7207
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.3M
Discretionary AUM
$58.3M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $23.3M |
| High net worth individuals | 20 | $27.7M |
| Corporations/business entities | 5 | $7.4M |
All web addresses on file
- https://www.linkedin.com/in/zachary-thomas-b65b1210b?trk=people-guest_people_search-card
- https://www.instagram.com/growthhorizonswm/
- https://www.growthhorizonswm.com/
- https://www.linkedin.com/company/growth-horizons-wealth-management?trk=public_profile_topcard-current-company
- https://www.facebook.com/profile.php?id=61561343405906&sk=about
Official SEC filing: View on IAPD