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Horizon Wealth Advisors, LLC

● SEC registered since 2015CRD 148338SEC# 801-100378
Export (members)
Reg. AUM
$217M
Employees
7
Accounts
522
Location
—

Horizon Wealth Advisors, LLC assets under management

Horizon Wealth Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2015. It reports $217 million in regulatory assets under management and employs 7 people.
www.horizonwealthadvisors.comView on SEC.gov ↗

Horizon Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Nicholas Gust DrizosChief Compliance OfficerUnder 5%2013
Nicholas James Drizos ControlOwnerOver 75%2008

Frequently asked questions

How much does Horizon Wealth Advisors, LLC manage?

Horizon Wealth Advisors, LLC reports $217 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Wealth Advisors, LLC have?

Horizon Wealth Advisors, LLC reports 7 employees.

Does Horizon Wealth Advisors, LLC disclose fund performance?

Horizon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone941-362-0161
Fax866-293-4499
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$213.7M
Non-discretionary$3.3M
Total (RAUM)$217M