# Robert Horowitz Wealth Management

> Robert Horowitz Wealth Management is a state-registered investment advisory firm, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 127800
- Filed as: ROBERT HOROWITZ WEALTH MANAGEMENT
- Legal name: Robert V. Horowitz, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127800
- AdvisorCensus page: https://advisorcensus.com/firm/robert-horowitz-wealth-management-127800

## Quick answers

**How is Robert Horowitz Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Robert Horowitz 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.

**Is Robert Horowitz Wealth Management registered with the SEC or a state?**
Robert Horowitz Wealth Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127800.

**How much does Robert Horowitz Wealth Management manage?**
Robert Horowitz Wealth Management reports $100,925,141 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Robert Horowitz Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (18).

**Does Robert Horowitz 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127800

## 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: $100,925,141
- Discretionary: $100,925,141
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $17,551,785 |
| High net worth individuals | 18 | $83,373,356 |

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

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Robert Horowitz Wealth Management (CRD 127800): Form ADV filing data as of October 2026.