$52.2M Total AUM
$52.2M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-06-2014
- Office Locations
- 1
Office Locations
603 West Swedesford Road Malvern PA
About True Horizon Wealth Advisors, LLC
True Horizon Wealth Advisors is an independent, fee-only RIA providing personalized financial planning, tax services, and portfolio management tailored to each client’s goals and risk tolerance. Advice is objective (no commissions or product steering) and based on firm research plus industry market data, using fundamental and technical analysis. Portfolios are ETF-centric, with custody commonly at Schwab or TD Ameritrade.
Team overview
-- AVG AGE
$52.2M AVG AUM / ADVISOR
$931.6K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
ERIC JOSEPH PIRHALLA
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4672441
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,172,067 | $460,759 |
| Non-Discretionary | $0 | -- |
| Total | $52,172,067 | $460,759 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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