HORIZON WEALTH ADVISORS, LLC

HORIZON WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 148338). Regulatory assets under management: $235.0M.

Registration

• CRD: 148338
• SEC file number: 801-100378
• Type: Registered investment adviser
• Phone: 941-362-0161
• Latest filing: 2026-03-04
• Regulatory AUM: $235.0M
• Discretionary AUM: $231.4M
• Non-discretionary AUM: $3.6M
• Clients: 7
• Accounts: 644

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148338 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search