Investment adviser · CRD 328155
NEW HORIZONS WEALTH MANAGEMENT
Investment adviser filing (IA)
NHWM LLC
CEDAR KNOLLS, NJ, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $203M Form ADV · Item 5.F
- Client accounts
- 740 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 35 | $91,091,931 | 44.8% |
| Individuals | 193 | $76,454,738 | 37.6% |
| Corporations & businesses | Fewer than 5 | $31,286,781 | 15.4% |
| Charities | Fewer than 5 | $4,431,944 | 2.2% |
Filing source
Form ADV 2124973 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
240 CEDAR KNOLLS RD SUITE 306CEDAR KNOLLS, NJ, 07927, United States
CRD 328155
Filing source
Form ADV 2124973 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.