Horizons Wealth Management

Horizons Wealth Management (CRD# 127457) is a financial advisory firm headquartered in Asheville, NC. They manage $188,806,743 in 584 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
82 Patton Ave., Suite 206, Asheville, NC 28801
https://www.facebook.com/horizonswealthmanagement/
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $323,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Horizons Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Susan Cook, financial advisor Asheville NC
Susan J. Cook
CRD#: 6612756
82 Patton Ave., Suite 206, Asheville, NC 28801

Susan Cook (CRD# 6612756) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 7 years of experience in the finance industry.

2
David Hunter, financial advisor Asheville NC
David S. Hunter
CRD#: 4870351
82 Patton Ave., Suite 206, Asheville, NC 28801

David Hunter (CRD# 4870351) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 15 years of experience in the finance industry. David Hunter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Glen Martin, financial advisor Asheville NC
Glen J. Martin
CRD#: 4541684
82 Patton Ave., Suite 206, Asheville, NC 28801

Glen Martin (CRD# 4541684) is an Investment Advisor Representative working at Horizons Wealth Management in Asheville, NC and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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