New Horizons Wealth Management
Firm details
- Headquarters
- Cedar Knolls, New Jersey
- CRD number
- 328155
- Registered since
- October 31, 2023
- Website
- www.nhwmllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.81%
- Individuals37.61%
- Corporations / Businesses15.39%
- Charitable Organizations2.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Horizons Wealth Management is an independent, LLC-structured registered investment adviser that reports SEC registration in 2023 and is owned by an individual. The firm serves individuals and families (and small-business owners) with financial planning and discretionary portfolio management, charging fees as a percentage of assets under management. It does not identify as an active ESG investor, does not operate as a pension consultant or related adviser, and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds96%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
Contacts
3 of 6
Pasquale Recupido
Wealth ManagerCRD 7194063
Robert Giarraffa
FounderCRD 870958
Jamie Cox
Wealth ManagerCRD 7370397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cedar Knolls, NJ
Morris
Location
Cedar Knolls, NJ
Headquartered in Cedar Knolls, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 240 Cedar Knolls Rd
- Time zone
- ET (UTC-5)
- Office locations
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