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| Keyboard |
| Horizon Wealth Advisors LLC
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|
|---|---|
| CRD # | 148338 |
| SEC # | 801-100378 |
| CIK # | |
| AUM | 235.0 M (2026-03-04) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 941-362-0161 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 496 | 77.6 |
| (b) Individuals (high net worth individuals) | 71 | 151.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 235.0 |
| By Discretionary | ||
| Discretionary | 621 | 231.4 |
| Non-Discretionary | 23 | 3.6 |
| Total | 644 | 235.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.0 | |
| Total | 644 | 235.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crown Oak Advisors LLC
✚
|
235.6 M | |
|
Birch Capital Management LLC
✚
|
235.5 M | |
|
Portland Private Wealth Management Inc
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|
OR | 235.4 M |
|
Colorado Wealth Group LLC
✚
|
CO | 235.3 M |
|
Spectrum Financial Resources LLC
✚
|
MI | 235.3 M |
|
Promethium Advisors LLC
✚
|
MD | 235.3 M |
|
Lind Capital Partners LLC
✚
|
IL | 235.0 M |
|
Kingsman Wealth Management Inc
✚
|
FL | 235.0 M |
|
LCW Services LLC
✚
|
VA | 234.9 M |
|
CBM Financial LLC
✚
|
TX | 234.8 M |