NHWM LLC
Legal name: NEW HORIZONS WEALTH MANAGEMENT
CRD #328155 SEC #801-128979 CEDAR KNOLLS, NJ 973-540-1066
SEC Registered
Total AUM
$187.1M
Discretionary
$187.1M
Employees
10
Clients
251
Accounts
674
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OKALY, JOSEPH, P | I | OWNER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | OWNER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | OWNER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | OWNER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | OWNER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | OWNER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | MANAGING MEMBER & WEALTH MANAGER AND CCO | E | Control |
| OKALY, JOSEPH, P | I | MANAGING MEMBER & WEALTH MANAGER AND CCO | E | Control |
Registrations
Federal
IA
Oct 2, 2025 REGISTERED
Notice Filings (8)
FL NC NH NJ NY PA TX WA
Address
240 CEDAR KNOLLS RD SUITE 306CEDAR KNOLLS, NJ 07927
United States
Phone: 973-540-1066