Horizon Wealth Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 4, 2026, reports $235M in regulatory assets under management, 7 employees, 2 offices, and 644 accounts.
Top client segmentIndividuals represent 85.2% of total clients.
Top client categories% of clientsClients
1
Individuals
85.2%
496
2
HNWI
12.2%
71
3
Pension Plans
2.6%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 4, 2026
Discretionary98.5%
$231M
98% of total RAUM98.5%
Non-discretionary1.5%
$4M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts644
10Y AUM Change+$107M (+83.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee83:1
10Y Employee Change-1 (-12.5%)
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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.