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HORIZON WEALTH ADVISORS
Legal name: HORIZON WEALTH ADVISORS, LLC
CRD 148338File 801-100378
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$235.0M
Below cohort median (national)
Discretionary AUM
$231.4M
Non-discretionary $3.6M
Clients
582
644 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 24, 2015
- Principal office
- Not reported
- Phone
- 941-362-0161
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $235.0M
- Discretionary AUM
- $231.4M
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 621
- Non-discretionary accounts
- 23
- Total accounts
- 644
- AUM per client
- $404K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $151.6M |
| Pension and profit sharing plans | 15 | $5.8M |
| Individuals (other than high net worth individuals) | 496 | $77.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.