# Horizon Wealth Advisors

> Horizon Wealth Advisors is an SEC-registered investment advisory firm in Lakewood Ranch, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 148338
- Filed as: HORIZON WEALTH ADVISORS
- Legal name: Horizon Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakewood Ranch, FL
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148338
- AdvisorCensus page: https://advisorcensus.com/firm/horizon-wealth-advisors-lakewood-ranch-fl-148338

## Quick answers

**How is Horizon Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Horizon Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.

**Where is Horizon Wealth Advisors located?**
Horizon Wealth Advisors' principal office is in Lakewood Ranch, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Horizon Wealth Advisors registered with the SEC or a state?**
Horizon Wealth Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 148338.

**How much does Horizon Wealth Advisors manage?**
Horizon Wealth Advisors reports $234,983,784 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary).

**How have Horizon Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Horizon Wealth Advisors: Regulatory assets under management: $169,694,089 in the October 2021 data and $234,983,784 in the October 2026 data, up 38%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Horizon Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (496); high net worth individuals (71); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Horizon Wealth Advisors use?**
Horizon Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Horizon Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148338

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $234,983,784
- Discretionary: $231,416,198
- Non-discretionary: $3,567,586

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 496 | $77,594,840 |
| High net worth individuals | 71 | $151,565,423 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $5,823,521 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Lakewood Ranch, FL

### Websites listed on Form ADV (Item 1.I)
- horizonwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $169,694,089 | 8 | March 3, 2021 |
| October 2022 | $172,097,815 | 8 | February 16, 2022 |
| October 2023 | $178,719,554 | 8 | February 14, 2023 |
| October 2024 | $187,554,934 | 8 | February 26, 2024 |
| October 2025 | $216,986,506 | 7 | March 12, 2025 |
| October 2026 | $234,983,784 | 7 | March 4, 2026 |

Regulatory assets under management: $169,694,089 in the October 2021 data and $234,983,784 in the October 2026 data, up 38%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horizon Wealth Advisors (CRD 148338): Form ADV filing data as of October 2026.