Horizon Wealth

Overview

Horizon Wealth operates as an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm is owner-operated and serves individual and family clients, charging either a percentage of assets under management or fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Horizon Wealth identifies itself as a capital allocator, directing client capital into external managers and funds rather than relying solely on in-house product manufacturing. The firm reports it is not an active ESG investor and is not categorized as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives