Horizon Wealth Advisors, LLC
● SEC registered since 2015CRD 148338SEC# 801-100378
Reg. AUM
$235M
Employees
7
Accounts
644
Location
—
Horizon Wealth Advisors, LLC assets under management
Horizon Wealth Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2015. It reports $235 million in regulatory assets under management and employs 7 people.
Horizon Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Gust Drizos | Chief Compliance Officer | Under 5% | 2013 |
| Nicholas James Drizos Control | Owner | Over 75% | 2008 |
Frequently asked questions
How much does Horizon Wealth Advisors, LLC manage?
Horizon Wealth Advisors, LLC reports $235 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Wealth Advisors, LLC have?
Horizon Wealth Advisors, LLC reports 7 employees.
Does Horizon Wealth Advisors, LLC disclose fund performance?
Horizon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 941-362-0161 |
| Fax | 866-293-4499 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$235M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$235Mregulatory AUM
Discretionary $231.4MNon-discretionary $3.6M