{
  "crd_number": 127457,
  "slug": "horizons-wealth-management-asheville-nc-127457",
  "primary_business_name": "HORIZONS WEALTH MANAGEMENT",
  "legal_name": "HORIZONS WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Asheville",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "11700",
  "metro": {
    "cbsa_code": "11700",
    "common_name": "Asheville",
    "msa_name": "Asheville, NC",
    "path": "/advisors/nc/asheville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-06-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-01-23",
  "carried_forward": false,
  "raum_total": 258228931.0,
  "raum_discretionary": 258228931.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 74358500.0,
      "count": 212
    },
    "pension_profit_sharing": {
      "raum": 10368931.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 173501500.0,
      "count": 69
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/HORIZONSWEALTHMANAGEMENT",
    "https://horizonswealth.com",
    "https://linkedin.com/COMPANY/474980/ADMIN"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127457",
  "city_as_filed": "ASHEVILLE",
  "url": "https://advisorcensus.com/firm/horizons-wealth-management-asheville-nc-127457",
  "display_name": "Horizons Wealth Management",
  "summary": "Horizons Wealth Management is an SEC-registered investment advisory firm in Asheville, NC, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.",
  "citation": "AdvisorCensus. Horizons Wealth Management (CRD 127457): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Horizons Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Horizons Wealth Management 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."
    },
    {
      "q": "Where is Horizons Wealth Management located?",
      "a": "Horizons Wealth Management's principal office is in Asheville, NC, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Horizons Wealth Management registered with the SEC or a state?",
      "a": "Horizons Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 127457."
    },
    {
      "q": "How much does Horizons Wealth Management manage?",
      "a": "Horizons Wealth Management reports $258,228,931 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Horizons Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Horizons Wealth Management: Regulatory assets under management: $122,530,878 in the October 2021 data and $258,228,931 in the October 2026 data, up 111%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Horizons Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (212); high net worth individuals (69); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Horizons Wealth Management use?",
      "a": "Horizons Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Schwab as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Horizons Wealth Management report any disciplinary disclosures?",
      "a": "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/127457"
    },
    {
      "q": "What changed in Horizons Wealth Management's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $219,485,698 to $258,228,931 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 122530878.0,
      "total_employees": 3,
      "filing_date": "2021-04-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 163298018.0,
      "total_employees": 3,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 153773485.0,
      "total_employees": 4,
      "filing_date": "2023-02-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 188806743.0,
      "total_employees": 4,
      "filing_date": "2024-05-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 219485698.0,
      "total_employees": 4,
      "filing_date": "2025-01-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 258228931.0,
      "total_employees": 4,
      "filing_date": "2026-01-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $219,485,698 to $258,228,931 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Schwab",
      "name_as_filed": "SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/horizons-wealth-management-asheville-nc-127457.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 212,
      "fewer_than_5": false,
      "raum": 74358500.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 69,
      "fewer_than_5": false,
      "raum": 173501500.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10368931.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127457",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}