# New Horizons Wealth Management

> New Horizons Wealth Management is an SEC-registered investment advisory firm in Cedar Knolls, NJ, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 328155
- Filed as: NEW HORIZONS WEALTH MANAGEMENT
- Legal name: NHWM LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar Knolls, NJ
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328155
- AdvisorCensus page: https://advisorcensus.com/firm/new-horizons-wealth-management-cedar-knolls-nj-328155

## Quick answers

**How is New Horizons Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), New Horizons Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**How much does New Horizons Wealth Management charge?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Up to $250,000: 2% a year; $250,001 to $500,000: 1.55% a year; $500,001 to $2,000,000: 1.15% a year; Above $2,000,001: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is New Horizons Wealth Management located?**
New Horizons Wealth Management's principal office is in Cedar Knolls, NJ, according to its Form ADV.

**Is New Horizons Wealth Management registered with the SEC or a state?**
New Horizons Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328155.

**How much does New Horizons Wealth Management manage?**
New Horizons Wealth Management reports $203,265,394 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have New Horizons Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for New Horizons Wealth Management: Regulatory assets under management: $151,103,805 in the October 2024 data and $203,265,394 in the October 2026 data, up 35%. Total employees: 10 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New Horizons Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (193); high net worth individuals (35).

**Which custodians does New Horizons Wealth Management use?**
New Horizons Wealth Management's 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 New 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/328155

**Does New Horizons Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "We provide financial planning and portfolio management services to middle class individuals and families, high net-worth individuals and families, multi-generational clients, and corporations or other businesses. We do not have a minimum account size requirement."

**What changed in New Horizons Wealth Management's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Up to $250,000: 2% a year
- $250,001 to $500,000: 1.55% a year
- $500,001 to $2,000,000: 1.15% a year
- Above $2,000,001: 0.75% a year

> Our standard advisory fee is based on the average daily balance of the assets under management and is calculated as follows: Account Value Annual Advisory Fee $0 - $250,000 2.00% $250,001 - $500,000 1.55% $500,001 - $2,000,000 1.15% $2,000,001 and Above 0.75%

- Account minimum: None

> We provide financial planning and portfolio management services to middle class individuals and families, high net-worth individuals and families, multi-generational clients, and corporations or other businesses. We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $203,265,394
- Discretionary: $203,265,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 193 | $76,454,738 |
| High net worth individuals | 35 | $91,091,931 |
| Charitable organizations | Fewer than 5 | $4,431,944 |
| Corporations or other businesses not listed above | Fewer than 5 | $31,286,781 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enjoymore30s.com
- nhwmllc.com
- Facebook @NewHorizonsWealthManagement
- Instagram @nhwmllc
- LinkedIn @new-horizons-wealth-management-llc
- YouTube @nhwmllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $151,103,805 | 10 | July 15, 2024 |
| October 2025 | $187,121,015 | 10 | July 3, 2025 |
| October 2026 | $203,265,394 | 9 | August 10, 2026 |

Regulatory assets under management: $151,103,805 in the October 2024 data and $203,265,394 in the October 2026 data, up 35%.
Total employees: 10 in October 2024 and 9 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New Horizons Wealth Management (CRD 328155): Form ADV filing data as of October 2026.