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Robert Horowitz Wealth Management
ROBERT HOROWITZ WEALTH MANAGEMENT is a state-registered investment adviser with $101 million in regulatory assets under management. The firm has 1 employee...
Overview
ROBERT HOROWITZ WEALTH MANAGEMENT is a state-registered investment adviser with $101 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment team.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Boca Raton, FL, United States
Sector focus
Frequently asked questions
How is the firm compensated?
Public filings suggest the firm operates as a registered representative of an independent broker-dealer, a structure in which compensation derives from advisory fees on managed accounts and commissions on brokerage transactions. The specific fee schedule varies by client agreement and product type. No proprietary fund structures or performance-based fees have been publicly disclosed.
Does the firm participate in fund commitments or only direct securities portfolios?
The firm's focus is on constructing direct portfolios of individual securities, mutual funds, and exchange-traded products for individual clients. It does not publicly market pooled investment vehicles or private-fund commitments to external investors, distinguishing it from multi-family offices that operate alongside affiliated private funds.
What is the firm's known posture on co-investments alongside external GPs?
Robert Horowitz Wealth Management does not offer co-investment opportunities in private equity, venture capital, or real estate partnerships. The advisory practice centers on public-market portfolios and risk-appropriate income strategies for individual retirees and accumulators.
Which sectors does the firm explicitly avoid?
The firm does not conduct proprietary underwriting in venture capital, private credit, or direct real estate equity, leaving it absent from the private-markets ecosystem that characterizes many South Florida wealth platforms with institutional aspirations.
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