Horizon Wealth Advisors LLC

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Horizon Wealth Advisors LLC
CRD #148338
SEC #801-100378
CIK #
AUM $151.6 MM (96% Disc, 100% US, 2020-02-28)
Employees8 (88% Investors, 25% Brokers)
Phone941-362-0161
Address6806 Tumbleweed Trail
Lakewood Ranch, FL 34202
Source [IAPD] [Website]
Total AUM ($MM)
15512493623102010201320172021
Comparable Firms State AUM ($BB)
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FL 0.2
ORCA Investment Management LLC
OR 0.2
Beers Kight Financial Advisors LLC
SC 0.2
IFS Advisors Inc
FL 0.2
McHam Taylor & Co Inc
SC 0.2
Choice Wealth Advisors LLC
ME 0.2
New England Capital Planners Inc
CT 0.2
Gebhardt Group Inc
CA 0.2
Piper Jaffray & Co
MN 0.2
Measured Risk Portfolios Inc
CA 0.2
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