$203.3M Total AUM
$203.3M Disc. AUM
-- 3Y CAGR
9 Employees
228 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 10-31-2023
- Office Locations
- 1
Office Locations
240 Cedar Knolls RD Suite 306 Cedar Knolls NJ
About NEW Horizons Wealth Management
New Horizons Wealth Management is a CFP-led advisory firm behind the “Enjoy More 30s: Family Finance” podcast, focused on personal financial planning and investment guidance for young professionals and families. Advisory services are provided through New Horizons Wealth Management, LLC, with brokerage through World Investments, Inc. (FINRA/SIPC). Custody includes Charles Schwab.
Team overview
37 AVG AGE
$50.8M AVG AUM / ADVISOR
$891.5K AVG AUM / CLIENT
1.7 yrs AVG TENURE
9 Employees
4 Advisory Reps
6 RIA Reps
2yrs Firm Age
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Asset Classes
Pathway Wave Vertex pathway Eagle
Client Personas
Optima
CRM
Ridge
Custodian
Pathway Horizon eagle Atlas insight Matrix
Fund Managers
Catalyst matrix
Investment Themes
Frontier frontier Zenith Bridge bridge Momentum radial Summit value
Investment Vehicles
Beacon Legacy
Platform
Vertex Eagle Wave Prime element
Services
Pioneer glacier Optima Momentum bridge Zenith crest Wave Vital Fusion Summit Radial
Technology
Optima momentum
Owner & Executives
JOSEPH P OKALY
Chief Compliance Officer, Managing Member, WEALTH MANAGER
- CRD
- #5377082
- Ownership
- 75% or more
(454) 784-9904
delta.wave@eaglecapital.com
in linkedin.com/in/timber-beacon
Showing 1 of 1 owners & executives
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J
Jamie Noelle Cox
--
- CRD
- #7370397
(357) 816-1691
harbor.zenith@vitalcapital.com
in linkedin.com/in/legacy-vector
ROBERT RALPH GIARRAFFA
--
- CRD
- #870958
(802) 599-8654
legacy.momentum@pathwaycapital.com
in linkedin.com/in/legacy-momentum
V
Value glacier
Ridge glacier frontier
- CRD
- #15490
(645) 272-5168
vertex.element@meridiancapital.com
in linkedin.com/in/summit-capital
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,265,394 | $274,683 |
| Non-Discretionary | $0 | -- |
| Total | $203,265,394 | $274,683 |
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Separately Managed Accounts
Total SMA Asset: $203,265,394
Public Funds:
33.2% Cash:
47.0% Equity - Exchange:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,512,348,138 | 33.2% |
| Cash | $3,556,637,425 | 47.0% |
| Equity - Exchange | $1,498,328,107 | 19.8% |
| Total | $7,567,313,670 | 100.0% |