HORIZON WEALTH GROUP, LLC

HORIZON WEALTH GROUP, LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 318936). Regulatory assets under management: $19.2M.

Registration

• CRD: 318936
• Type: Registered investment adviser
• Location: 1415 GENE ST, WINTER PARK, FL, 32789
• Phone: 407-577-3818
• Latest filing: 2026-03-30
• Regulatory AUM: $19.2M
• Discretionary AUM: $19.2M
• Clients: 2
• Accounts: 30

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318936 on SEC IAPD (source of record)
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