Horizons Wealth Management
Firm details
- Headquarters
- Asheville, North Carolina
- CRD number
- 127457
- Registered since
- June 3, 2019
- Website
- www.horizonswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.19%
- Individuals28.8%
- Pension & Profit Sharing Plans4.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Horizons Wealth Management is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered (registration year 2019) and serves both individual and family clients as well as institutional and business clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Horizons does not identify as an active ESG investor, is not structured as a capital allocator, and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities5%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 3
David Hunter
PresidentCRD 4870351
Susan Cook
Financial PlannerCRD 6612756
Glen Martin
Principal, Co-OwnerCRD 4541684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$166M in ETFs
100%
$166M
0%
$166K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $17.6M | 49,911 | 10.58% |
Location
Asheville, NC
Buncombe
Location
Asheville, NC
Headquartered in Asheville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- Buncombe
- Address
- 82 Patton Ave
- Time zone
- ET (UTC-5)
- Office locations
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