# Horizons Wealth Management

> 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.

- CRD: 127457
- Filed as: HORIZONS WEALTH MANAGEMENT
- Legal name: Horizons Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Asheville, NC
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127457
- AdvisorCensus page: https://advisorcensus.com/firm/horizons-wealth-management-asheville-nc-127457

## Quick answers

**How is Horizons Wealth Management compensated?**
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).

**Where is Horizons Wealth Management located?**
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).

**Is Horizons Wealth Management registered with the SEC or a state?**
Horizons Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 127457.

**How much does Horizons Wealth Management manage?**
Horizons Wealth Management reports $258,228,931 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**How have Horizons Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Horizons Wealth Management serve?**
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).

**Which custodians does Horizons Wealth Management use?**
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.

**Does Horizons Wealth Management 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/127457

**What changed in Horizons Wealth Management's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $219,485,698 to $258,228,931 (+18%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Schwab

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: $258,228,931
- Discretionary: $258,228,931
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 212 | $74,358,500 |
| High net worth individuals | 69 | $173,501,500 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $10,368,931 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Greenville, SC

### Websites listed on Form ADV (Item 1.I)
- horizonswealth.com
- Facebook @HORIZONSWEALTHMANAGEMENT
- LinkedIn @474980

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,530,878 | 3 | April 7, 2021 |
| October 2022 | $163,298,018 | 3 | September 6, 2022 |
| October 2023 | $153,773,485 | 4 | February 3, 2023 |
| October 2024 | $188,806,743 | 4 | May 23, 2024 |
| October 2025 | $219,485,698 | 4 | January 27, 2025 |
| October 2026 | $258,228,931 | 4 | January 23, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $219,485,698 to $258,228,931 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horizons Wealth Management (CRD 127457): Form ADV filing data as of October 2026.