CRD: 328037
Growth Horizons Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Catalyst glacierPrime +more
- Established Date
- 09-18-2023
- Office Locations
- 2
Office Locations
About Growth Horizons Wealth Management LLC
Growth Horizons Wealth Management is a Georgetown, TX fee-only fiduciary RIA serving individuals, families, retirees, and business owners. The firm delivers integrated financial planning and wealth management spanning retirement strategy, investment management, and proactive tax and estate planning, with business-owner support including fractional CFO, advanced tax strategies, and exit planning. Schwab is listed as custodian, and the firm notes CFP/XYPN and NAPFA affiliations.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZACHARY MICHAEL THOMAS
Chief Compliance Officer, Owner
- CRD
- #6924817
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Scott Goeke
--
- CRD
- #8233512
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,334,274 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,334,274 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,334,274
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $698,015,480 | 13.2% |
| Private Funds | $1,390,742,963 | 26.3% |
| Public Funds | $349,007,740 | 6.6% |
| Cash | $1,337,863,002 | 25.3% |
| Municipal Bonds | $1,512,366,872 | 28.6% |
| Total | $5,287,996,057 | 100.0% |