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Firm profile

Horizons Wealth Management

ASHEVILLE, NCCRD 127457Latest ADV January 23, 2026

Horizons Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Asheville, NC. Its latest Form ADV filing, dated January 23, 2026, reports $258M in regulatory assets under management, 4 employees, 1 office, and 653 accounts.

Assets Under Management
$258M
Employees
4
Offices
1 office
Total Clients
286
Primary office
ASHEVILLE, NC
82 PATTON AVE., SUITE 206, ASHEVILLE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid S. Hunter

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
212
2
HNWI
24.1%
69
3
Pension Plans
1.7%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$258Mas of January 23, 2026
Discretionary100.0%
$258M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$258M
Total Accounts653
10Y AUM Change+$157M (+156.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee72:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.