Horizon Wealth Advisors LLC is a distinguished Registered Investment Advisor headquartered in Lakewood Ranch, Florida. Established on August 18, 2008, the firm specializes in personal asset management for individuals, families, and institutions across both Florida and Pennsylvania. Known for offering the comprehensive experience of an institutional investment entity, Horizon Wealth Advisors maintains a commitment to personalized client service typical of independent, locally-owned businesses.
The company takes pride in its holistic approach to total wealth management, providing expert advice beyond mere investment services. This includes tailored guidance on retirement planning, estate management, tax strategies, and insurance options. Clients depend on the firm's seasoned expertise under Nicholas J Drizos’s leadership as President, ensuring robust financial strategies aligned with their specific needs.
Horizon Wealth Advisors operates as a Florida Model, FLAL type company with its filing number L08000079017. The registered mailing address is 9040 TOWN CENTER PARKWAY, Lakewood Ranch, FL 34202. Information about the firm can be accessed via phone at (941) 362-0161 or through their official website: horizonwealthadvisors.com. Committed to transparency and compliance, Horizon Wealth Advisors filed its last annual report on February 6, 2024.
KEY FACTS ABOUT HORIZON WEALTH ADVISORS LLC
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US Businesses
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Companies in Florida
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Manatee County Companies
- Company name
- HORIZON WEALTH ADVISORS LLC
- Status
- Active
- Filed Number
- L08000079017
- FEI Number
- 263197054
- Date of Incorporation
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August 18, 2008
Age - 17 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://horizonwealthadvisors.com
- Phones
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(941) 362-0161
HORIZON WEALTH ADVISORS LLC NEAR ME
- Principal Address
- 6806 TUMBLEWEED TRAIL,
LAKEWOOD RANCH,
FL,
34202,
US
- Mailing Address
- 9040 TOWN CENTER PARKWAY,
LAKEWOOD RANCH,
FL,
34202,
US
See Also