TRUE HORIZON WEALTH ADVISORS, LLC

TRUE HORIZON WEALTH ADVISORS, LLC of MALVERN, PA is an SEC-registered investment adviser (CRD 170330). Regulatory assets under management: $52.2M.

Registration

• CRD: 170330
• SEC file number: 801-79224
• Type: Registered investment adviser
• Location: 603 WEST SWEDESFORD ROAD, MALVERN, PA, 19355
• Phone: (484) 320-8373
• Latest filing: 2026-03-19
• Regulatory AUM: $52.2M
• Discretionary AUM: $52.2M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170330 on SEC IAPD (source of record)
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