HORNE WEALTH ADVISORS, LLC
CRD #151067 SEC #801-79957 RIDGELAND, MS 601-326-1000
SEC Registered
Total AUM
$234.4M
Discretionary
$234.4M
Employees
6
Clients
--
Accounts
517
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2019
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| HAVENS, JOE, D | I | MANAGING MEMBER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PURVIS, STAN, P. | I | PARTNER & CHIEF COMPLIANCE OFFICER | NA | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
| HORNE LLP | DE | SOLE OWNER / MEMBER | E | Control |
Registrations
Federal
IA
Jan 14, 2019 REGISTERED
Notice Filings (5)
AL LA MS TN TX
Address
1020 HIGHLAND COLONY PARKWAYSUITE 400
RIDGELAND, MS 39157
United States
Phone: 601-326-1000