Horizon Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Horizon Wealth Advisors reports 582 clients. They include 496 individual clients, 71 high-net-worth individuals, and 15 pension and profit-sharing plans. Of its assets, 98.5% ($231M across 621 accounts) are managed with discretion; $3.57M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 33% |
| High-net-worth individuals | 12% | 65% |
| Pension and profit-sharing plans | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 496 | $77.6M | 33.0% | $156K |
| High-net-worth individuals | 71 | $152M | 64.5% | $2.13M |
| Pension and profit-sharing plans | 15 | $5.82M | 2.5% | $388K |
| Total | 582 | $235M | 100% | $404K |
- Clients
- 496
- Regulatory AUM
- $77.6M
- AUM share
- 33.0%
- Avg. per client
- $156K
- Clients
- 71
- Regulatory AUM
- $152M
- AUM share
- 64.5%
- Avg. per client
- $2.13M
- Clients
- 15
- Regulatory AUM
- $5.82M
- AUM share
- 2.5%
- Avg. per client
- $388K
Total
- Clients
- 582
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- $404K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Horizon Wealth Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting
- Pension consulting is charged as an annual fee of up to 1% of total plan assets, negotiated with each client.
Nicholas Drizos owns 75% or more of Horizon Wealth Advisors. The leadership team of Horizon Wealth Advisors includes Chief Compliance Officer Nicholas Drizos. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Horizon Wealth Advisors, LLC
Nicholas Drizos
Control person · since August 2008
Horizon Wealth Advisors’ regulatory assets grew from $170M (March 2021) to $235M (March 2026); clients rose from 214 to 582 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $235M | 582 | 7 | 3 |
| Mar 2025March 2025 | $217M | 522 | 7 | 3 |
| Feb 2024February 2024 | $188M | 502 | 8 | 3 |
| Feb 2023February 2023 | $179M | 476 | 8 | 3 |
| Feb 2022February 2022 | $172M | 441 | 8 | 3 |
| Mar 2021March 2021 | $170M | 214 | 8 | 3 |
Besides its headquarters, Horizon Wealth Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
Florida · 1 listed address
- 9040 Town Center Parkway, Lakewood Ranch
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Horizon Wealth Advisors, LLC
- Headquarters
- Not reported
- Website
- horizonwealthadvisors.com
- Phone
- 941-362-0161
- SEC file
- 801-100378
- Structure
- Florida LLC
- Fiscal year end
- December
Horizon Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($229M). Horizon Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $229M100%
At year end, Horizon Wealth Advisors’ separately managed accounts were mostly in stocks (80%) and funds (10%).
What the accounts hold
- Stocks80%
- Exchange-traded equities60%
- Non-exchange-traded equities20%
- Funds10%
- Bonds10%
- State and local bonds8%
- U.S. government and agency bonds2%
How many clients does Horizon Wealth Advisors have?
Horizon Wealth Advisors has 582 clients and manages $235 million for them, as of March 2026. They include 496 individual clients, 71 high-net-worth individuals, and 15 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Horizon Wealth Advisors offer?
Horizon Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Horizon Wealth Advisors use?
Horizon Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $229M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Horizon Wealth Advisors have?
Horizon Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Horizon Wealth Advisors invest in?
At the end of its last fiscal year, Horizon Wealth Advisors’ separately managed accounts held 60% exchange-traded equities, 20% non-exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Horizon Wealth Advisors?
Horizon Wealth Advisors’ direct owner is Nicholas Drizos (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Horizon Wealth Advisors get paid?
Horizon Wealth Advisors is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Horizon Wealth Advisors?
Its phone number is 941-362-0161. Its website is horizonwealthadvisors.com.