Horizon Wealth Advisors
Horizon Wealth Advisors is an SEC-registered wealth manager in Houston, TX with $451.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Horizon Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114102, SEC 801-61731, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $451.4M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 199
- CRD
- 114102
- Ownership
- MURRAY, OWEN, MCBEE; MADDOX, LAWRENCE, EDWARD; THOMSON, JOSEPH, WILMOT; BRAGG, HENRY, STANTON; LEE, COLIN, MICHAEL
How much AUM does Horizon Wealth Advisors have?
Horizon Wealth Advisors reported $451.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Horizon Wealth Advisors?
Disclosed owners and executives of Horizon Wealth Advisors include MURRAY, OWEN, MCBEE, MADDOX, LAWRENCE, EDWARD, THOMSON, JOSEPH, WILMOT, BRAGG, HENRY, STANTON, LEE, COLIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.