HORIZON WEALTH ADVISORS
Company Profile
| AUM* | 686,413,916 22% |
| of that, discretionary | 613,659,372 25% |
| Number of Employees | 11 -15% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 453,677 17% |
| High Net Worth | 21.13% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Recent News
Reported AUM
614M
526M
438M
351M
263M
175M
88M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BAUER & COMPANY | Filing Date07/28/2025 | Form ADV-E View Report |
| Accounting Firm Name BAUER & COMPANY LLC | Filing Date12/18/2024 | Form ADV-E View Report |
| Accounting Firm Name BAUER & COMPANY | Filing Date12/20/2023 | Form ADV-E View Report |