# New Horizons Wealth Management

New Horizons Wealth Management is a Bank / Wealth / Trust based in Cedar Knolls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cedar Knolls, United States
- **Region:** North America
- **Address:** Cedar Knolls, NJ, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** nhwmllc.com
- **LinkedIn:** https://www.linkedin.com/company/new-horizons-wealth-management

## Regulatory record

- **CRD number:** 328155
- **SEC file number:** 801-128979
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328155

## About

Founded in 2023 and based in Cedar Knolls, New Jersey, New Horizons Wealth Management entered the registered investment advisor landscape during a period of accelerated breakaway advisor activity. The firm serves individuals, high-net-worth families, corporations, and institutions, offering portfolio management, investment management, and financial planning services. Its formation as an independent practice — unaffiliated with a large bank or wirehouse — reflects a broader industry migration toward boutique wealth advisory structures. The firm's strategy spans portfolio construction and ongoing investment management, with financial planning serving as the connective tissue across client relationships. The firm operates across the United States from its single Cedar Knolls headquarters, with no public record of additional office locations or regional expansion to date. As a 2023-launched practice, New Horizons Wealth Management's scale remains undisclosed — no publicly reported AUM, deployment figures, or team headcount are available. The firm maintains no adjacent vehicles such as philanthropic foundations, real-asset arms, or operating businesses that are a matter of public record. September 2023: The firm's public incorporation coincided with a wave of advisor departures from wirehouse structures, though no specific breakaway team affiliation has been confirmed. New Horizons Wealth Management's structural differentiator lies in its timing and independence. Launching into the post-COVID wealth management environment means the firm operates on modern custody and technology infrastructure by default, unburdened by legacy system migrations that constrain older RIAs. Its governance and ownership structure are not publicly disclosed, leaving open questions about succession planning and long-term operating architecture.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Who runs investment decisions at New Horizons Wealth Management?

The firm has not publicly disclosed its principals, investment committee, or advisory team composition. As a 2023-launch registered investment advisor based in Cedar Knolls, New Jersey, the operating structure and key decision-makers remain private. Without published Form ADV Part 2B details or a firm website with team bios, the leadership behind portfolio management and financial planning decisions is unknown to the public record.

### Does New Horizons Wealth Management have reported regulatory assets under management?

No. As of current public records, the firm has not reported regulatory assets under management. Early-stage RIAs often file with zero or minimal reported AUM, and without a published Form ADV or external disclosure, the firm's asset base remains undisclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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