# Horizon Wealth Advisors

Horizon Wealth Advisors is a Bank / Wealth / Trust based in Lakewood Ranch, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lakewood Ranch, United States
- **Region:** North America
- **Address:** Lakewood Ranch, FL, United States
- **Founded:** 2008
- **Assets under management:** Less than $500M (Altss estimate)
- **Website:** horizonwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/horizon-wealth-advisors

## Regulatory record

- **CRD number:** 114102
- **SEC file number:** 801-61731
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114102

## About

Horizon Wealth Advisors began as a registered investment advisor in Lakewood Ranch in 2008. It manages separately managed accounts for about 350 client relationships from a single Southwest Florida office, allocating across US large-cap equities through direct indexing, in-state municipal bonds, and investment-grade fixed income. Assets under advisement stand at a publicly estimated $300 million, though the firm publishes no official figure. The client base consists mainly of retirees, and the firm conducts manager due diligence for alternatives only when liquidity needs permit.

## Questions

### Does Horizon Wealth Advisors offer proprietary investment products?

No, the firm operates as a pure registered investment advisor without proprietary funds, structured products, or commission-based revenue. Client portfolios are built using third-party securities — individual equities and bonds — held in separately managed accounts at independent custodians. This fiduciary-only structure distinguishes it from bank-affiliated wealth managers and hybrid broker-dealers common in Florida retiree markets.

### What types of clients does Horizon Wealth Advisors typically serve?

The firm's client base is concentrated among high-net-worth individuals and families in Southwest Florida. Many are retirees who relocated to Lakewood Ranch and the broader Sarasota-Bradenton area. The firm also advises smaller institutions, including pension plans, trusts, and estates, though individual and family relationships constitute the majority of assets under advisement.

### Does Horizon Wealth Advisors have offices outside Florida?

No, the firm operates from a single office in Lakewood Ranch, Florida, and its client base is almost entirely concentrated within the Southwest Florida region. There are no additional offices, partner locations, or out-of-state advisor networks. This geographic concentration is atypical among RIAs of its size but reflects a deliberate focus on the Sarasota-Bradenton wealth corridor.

## Related profiles

- [Horizon Pension Scheme (CPLAS)](https://altss.com/profile/horizon-pension-scheme-cplas)
- [Horizon Wealth Management](https://altss.com/profile/horizon-wealth-management)

---

Last updated: 2026-07-11T16:25:54.000Z

Canonical page: https://altss.com/profile/horizon-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology