CEDAR KNOLLS, NJCRD 328155Latest ADV February 10, 2026
New Horizons Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Knolls, NJ. Its latest Form ADV filing, dated February 10, 2026, reports $203M in regulatory assets under management, 9 employees, and 740 accounts.
Assets Under Management
$203M
Employees
9
Offices
--
Total Clients
228
Primary office
CEDAR KNOLLS, NJ
240 CEDAR KNOLLS RD SUITE 306, CEDAR KNOLLS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
193
2
HNWI
15.4%
35
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of February 10, 2026
Discretionary100.0%
$203M
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$203M
Total Accounts740
10Y AUM Change+$203M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee25:1
10Y Employee Change+1 (+12.5%)
* 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.