HORIZONS WEALTH MANAGEMENT, INC.
Legal name: HORIZONS WEALTH MANAGEMENT
CRD #127457 SEC #801-116722 ASHEVILLE, NC 828-337-9395
SEC Registered
Total AUM
$219.5M
Discretionary
$219.5M
Employees
4
Clients
0
Accounts
613
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $219.5M | $219.5M | $0 | 4 | 0 |
| May 2024 | $188.8M | $188.8M | $0 | 4 | 0 |
| Mar 2024 | $188.8M | $188.8M | $0 | 4 | 0 |
| Jan 2024 | $188.8M | $188.8M | $0 | 4 | 0 |
| Feb 2023 | $153.8M | $153.8M | $0 | 4 | 0 |
| Oct 2022 | $163.3M | $163.3M | $0 | 3 | 19 |
| Sep 2022 | $163.3M | $163.3M | $0 | 3 | 19 |
| Jan 2022 | $163.3M | $163.3M | $0 | 3 | 19 |
| Apr 2021 | $122.5M | $122.5M | $0 | 3 | 15 |
| Apr 2021 | $122.5M | $122.5M | $0 | 3 | 15 |
| Jan 2021 | $122.5M | $122.5M | $0 | 3 | 15 |
| Jun 2020 | $106.8M | $106.8M | $0 | 3 | 15 |
| Jan 2020 | $106.8M | $106.8M | $0 | 3 | 15 |
| May 2019 | $100.8M | $100.8M | $0 | 4 | 0 |
| May 2019 | $100.8M | $100.8M | $0 | 4 | 0 |
| May 2019 | $100.8M | $100.8M | $0 | 4 | 0 |
DateJan 2025
Total AUM$219.5M
Discretionary$219.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$188.8M
Discretionary$188.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients19
DateSep 2022
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients19
DateJan 2022
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees3
Clients19
DateApr 2021
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients15
DateApr 2021
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients15
DateJan 2021
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees3
Clients15
DateJun 2020
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees3
Clients15
DateJan 2020
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees3
Clients15
DateMay 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients0