HORIZONS WEALTH MANAGEMENT
Firm details
- Headquarters
- ASHEVILLE, North Carolina
- CRD number
- 127457
- Registered since
- June 3, 2019
- Website
- www.horizonswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.19%
- Individuals28.8%
- Pension & Profit Sharing Plans4.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Horizons Wealth Management is an independent, SEC-registered registered investment adviser formed as a corporation and operating since 2019. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Its fee structure includes asset-based fees, hourly charges, and fixed fees. Horizons does not identify as an ESG-focused manager, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities5%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 3GLEN MARTIN
Principal, Co-OwnerCRD 4541684
Susan Cook
Investment AdvisorCRD 6612756
DAVID HUNTER
PresidentCRD 4870351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$159M in ETFs
100%
$159M
0%
$159K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $15.4M | 51,595 | 9.69% |
Location
ASHEVILLE, NC
BUNCOMBE
Location
ASHEVILLE, NC
Headquartered in ASHEVILLE, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- BUNCOMBE
- Address
- 82 Patton Ave
- Time zone
- ET (UTC-5)
- Office locations
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