New Horizons Wealth Management
New Horizons Wealth Management is an SEC-registered mass-market adviser in Cedar Knolls, NJ with $203.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns New Horizons Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328155, SEC 801-128979, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $203.3M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Location
- Cedar Knolls, NJ
- Employees
- 9
- Clients
- 228
- CRD
- 328155
- Ownership
- OKALY, JOSEPH, P
How much AUM does New Horizons Wealth Management have?
New Horizons Wealth Management reported $203.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns New Horizons Wealth Management?
Disclosed owners and executives of New Horizons Wealth Management include OKALY, JOSEPH, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.