New Horizons Wealth Management
Firm details
- Headquarters
- Cedar Knolls, New Jersey
- CRD number
- 328155
- Registered since
- October 31, 2023
- Website
- www.nhwmllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.81%
- Individuals37.61%
- Corporations / Businesses15.39%
- Charitable Organizations2.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Horizons Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC. The firm focuses on advice for individual and family clients and charges fees based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm reports an individual owner and indicates it does not operate as a multi-state adviser, pension consultant, or capital allocator. It does not identify itself as an active ESG investor.
Assets & Accounts
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 Funds96%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
Contacts
3 of 6
Pasquale Recupido
Wealth ManagerCRD 7194063
Robert Giarraffa
FounderCRD 870958
Jamie Cox
Wealth ManagerCRD 7370397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cedar Knolls, NJ
Morris
Location
Cedar Knolls, NJ
Headquartered in Cedar Knolls, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 240 Cedar Knolls Rd
- Time zone
- ET (UTC-5)
- Office locations
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