# Growth Horizons Wealth Management LLC

> Growth Horizons Wealth Management LLC is a state-registered investment advisory firm in Georgetown, TX, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 328037
- Filed as: GROWTH HORIZONS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Georgetown, TX
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328037
- AdvisorCensus page: https://advisorcensus.com/firm/growth-horizons-wealth-management-llc-georgetown-tx-328037

## Quick answers

**How is Growth Horizons Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Growth Horizons Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Growth Horizons Wealth Management LLC located?**
Growth Horizons Wealth Management LLC's principal office is in Georgetown, TX, according to its Form ADV.

**Is Growth Horizons Wealth Management LLC registered with the SEC or a state?**
Growth Horizons Wealth Management LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328037.

**How much does Growth Horizons Wealth Management LLC manage?**
Growth Horizons Wealth Management LLC reports $58,334,274 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Growth Horizons Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (20); corporations or other businesses not listed above (5).

**Does Growth Horizons Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328037

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $58,334,274
- Discretionary: $58,334,274
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $23,256,392 |
| High net worth individuals | 20 | $27,681,190 |
| Corporations or other businesses not listed above | 5 | $7,396,692 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- growthhorizonswm.com
- Facebook facebook.com
- Instagram @growthhorizonswm
- LinkedIn @growth-horizons-wealth-management
- LinkedIn @zachary-thomas-b65b1210b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Growth Horizons Wealth Management LLC (CRD 328037): Form ADV filing data as of October 2026.