Growth Horizons Wealth Management LLC

Overview

Growth Horizons Wealth Management LLC is an independent, owner-managed RIA that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, pension consulting, and the selection of external advisers — positioning itself as a capital allocator that routes client capital to outside managers where appropriate. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and the firm reports being an active ESG investor, incorporating environmental, social, and governance considerations into its investment process.

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Public Holdings

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Location & Offices