NEW HORIZONS WEALTH MANAGEMENT

Overview

New Horizons Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm is individually owned and serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. The firm does not identify as an ESG-focused investor, does not act as a capital allocator to external private managers, and is not designated as a multi-state adviser or pension consultant in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives