R
$100.9M Total AUM
$100.9M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-23-2003
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Robert Horowitz Wealth Management
Robert Horowitz Wealth Management (RHWM) is a California-based, fee-only RIA providing targeted financial planning, smart money coaching, and expert portfolio design and management for individuals and families. The firm is commission-free and does not receive compensation from product providers; client accounts are custodied at Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$100.9M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
R
ROBERT HOROWITZ
PRINCIPAL
- CRD
- #2595723
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,925,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,925,141 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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