Investment adviser · CRD 170330

TRUE HORIZON WEALTH ADVISORS, LLC

Investment adviser filing (IA)

EXTON, PA, United States · Form ADV filed Aug 21, 2014

Regulatory AUM
$36.4M
Form ADV · Item 5.F
Client accounts
79
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 21, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

740 SPRINGDALE DR., SUITE 104
EXTON, PA, 19341, United States

CRD 170330

Filing source

Form ADV 840531 · Aug 21, 2014 · 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.