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 is structured as an individually owned practice and focuses on providing financial planning and discretionary portfolio management primarily for individual and family clients, as well as small-business owners. Its advisory compensation is a percentage of assets under management. The firm does not self‑identify as an ESG investor, does not operate as a multi‑state adviser, and does not list pension consulting or related‑adviser activities.
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 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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