HTTP://WWW.HORIZONSWEALTH.COM • ASHEVILLE, NC • Investment Advisor How do I update this listing?
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Horizons Wealth Management is based out of Asheville. Horizons Wealth Management is a large advisory firm with 220 clients and discretionary assets under management (AUM) of $163,298,018 (Form ADV from 2022-01-14). Their last reported 13F filing for Q2 2022 included $122,297,000 in managed 13F securities and a top 10 holdings concentration of 66.63%. Horizons Wealth Management's largest holding is VANGUARD LARGE-CAP INDEX FUND-ETF Shares with shares held of 60,650. Whalewisdom has at least 1 13F filings