Growth Horizons Wealth Management LLC

RIASEC Registered

Total AUM

$58.3M

Discretionary

$58.3M

100% of AUM

Avg account

$214K

Accounts

273

Employees

Advisory reps

Firm details

Headquarters: Georgetown, Texas
CRD number: 328037
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.45%
Individuals39.87%
Corporations / Businesses12.68%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

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.