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Horizons Wealth Management, Inc.

● SEC registered since 2019CRD 127457SEC# 801-116722Asheville, NC
Export (members)
Reg. AUM
$219.5M
Employees
4
Accounts
613
Location
Asheville, NC

Horizons Wealth Management, Inc. assets under management

Horizons Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Asheville, NC. The firm has been registered since 2019. It reports $219.5 million in regulatory assets under management and employs 4 people.
www.facebook.com/horizonswealthmanagementView on SEC.gov ↗

Horizons Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David S Hunter ControlPresident/Financial Planner/CcoOver 75%2007
Glen Joel Martin ControlSecretary/Financial PlannerUnder 5%2007

Frequently asked questions

How much does Horizons Wealth Management, Inc. manage?

Horizons Wealth Management, Inc. reports $219.5 million in regulatory assets under management on its Form ADV.

How many employees does Horizons Wealth Management, Inc. have?

Horizons Wealth Management, Inc. reports 4 employees.

Where is Horizons Wealth Management, Inc. located?

Horizons Wealth Management, Inc. is based in Asheville, NC and has been SEC-registered since 2019.

Does Horizons Wealth Management, Inc. disclose fund performance?

Horizons Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address82 Patton Ave., Suite 206, Asheville, NC 28801
Phone828-337-9395
Fax800-680-0982
Office hours9a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$219.5M
Non-discretionary$0
Total (RAUM)$219.5M