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
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.
Latest 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%)
* 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.