{
  "crd_number": 170330,
  "slug": "true-horizon-wealth-advisors-llc-malvern-pa-170330",
  "primary_business_name": "TRUE HORIZON WEALTH ADVISORS, LLC",
  "legal_name": "TRUE HORIZON WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Malvern",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-08-22",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 52172067.0,
  "raum_discretionary": 52172067.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14072183.0,
      "count": 36
    },
    "high_net_worth_individuals": {
      "raum": 38099884.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "DE",
    "PA"
  ],
  "websites": [
    "https://thwadvisors.com",
    "https://thwealthadvisors.com",
    "https://truehorizonwa.com",
    "https://truehorizonwealthadvisors.com",
    "https://truehwa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170330",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MALVERN",
  "url": "https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330",
  "display_name": "True Horizon Wealth Advisors, LLC",
  "summary": "True Horizon Wealth Advisors, LLC is a state-registered investment advisory firm in Malvern, PA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. True Horizon Wealth Advisors, LLC (CRD 170330): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-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",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is True Horizon Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), True Horizon Wealth Advisors, LLC 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 True Horizon Wealth Advisors, LLC located?",
      "a": "True Horizon Wealth Advisors, LLC's principal office is in Malvern, PA, according to its Form ADV."
    },
    {
      "q": "Is True Horizon Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "True Horizon Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170330."
    },
    {
      "q": "How much does True Horizon Wealth Advisors, LLC manage?",
      "a": "True Horizon Wealth Advisors, LLC reports $52,172,067 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does True Horizon Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (20)."
    },
    {
      "q": "Does True Horizon Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170330"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 36,
      "fewer_than_5": false,
      "raum": 14072183.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 38099884.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/170330",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}