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HORIZON WEALTH ADVISORS
HORIZON ADVISORS, LLC
CRD 114102 · SEC 801-61731
2603 AUGUSTA, SUITE 1400, HOUSTON, TX, 77057, United States
Phone
713-748-7000
Fax
866-405-2060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$451.4M
Discretionary AUM
$382.2M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $30.4M |
| High net worth individuals | 94 | $415.5M |
| Charitable organizations | 2 | $2.2M |
| Corporations/business entities | 7 | $3.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD