Horizons Wealth Management, Inc.
● SEC registered since 2019CRD 127457SEC# 801-116722Asheville, NC
Reg. AUM
$258.2M
Employees
4
Accounts
653
Location
Asheville, NC
Horizons Wealth Management, Inc. assets under management
Horizons Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Asheville, NC. The firm has been registered since 2019. It reports $258.2 million in regulatory assets under management and employs 4 people.
Horizons Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David S Hunter Control | President/Financial Planner/Cco | Over 75% | 2007 |
| Glen Joel Martin Control | Secretary/Financial Planner | Under 5% | 2007 |
Frequently asked questions
How much does Horizons Wealth Management, Inc. manage?
Horizons Wealth Management, Inc. reports $258.2 million in regulatory assets under management on its Form ADV.
How many employees does Horizons Wealth Management, Inc. have?
Horizons Wealth Management, Inc. reports 4 employees.
Where is Horizons Wealth Management, Inc. located?
Horizons Wealth Management, Inc. is based in Asheville, NC and has been SEC-registered since 2019.
Does Horizons Wealth Management, Inc. disclose fund performance?
Horizons Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 82 Patton Ave., Suite 206, Asheville, NC 28801 |
| Phone | 828-337-9395 |
| Fax | 800-680-0982 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.2M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$258.2Mregulatory AUM
Discretionary $258.2M