HORIZONS WEALTH MANAGEMENT
  • HORIZONS WEALTH MANAGEMENT
  • MARTIN, GLEN J.
  • HORIZONS WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 01/23/2026
Registration SEC, Approved, 06/03/2019
Other registrations (2)
ADV Location ASHEVILLE, NC, United States
Contact Info 828 xxxxxxx
Websites
AUM* 258,228,931 37%
of that, discretionary 258,228,931 37%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 395,450 22%
% High Net Worth 24.13% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

258M 221M 184M 148M 111M 74M 37M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name FOARD AND COMPANY, PA Filing Date02/05/2025 Form ADV-E View Report
Accounting Firm Name FOARD AND COMPANY, PA, CPAS Filing Date02/06/2024 Form ADV-E View Report

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