Horizon Wealth Management Overview

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Horizon Wealth Management General Information

Description

Provider of wealth management and financial planning services intended for individuals and families. The company offers financial planning, asset management, retirement income strategies, investment advisory, estate planning guidance, and tax planning oversight, providing high-net-worth individuals and business owners with independent fiduciary advice and comprehensive investment strategies.

Contact Information

Website
www.horizonwm.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 2801 Townsgate Road
  • Suite 106
  • Westlake Village, CA 91361
  • United States
+1 (805)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Trilogy Financial Services
Corporate Office
  • 2801 Townsgate Road
  • Suite 106
  • Westlake Village, CA 91361
  • United States
+1 (805)

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Horizon Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Horizon Wealth Management FAQs

  • Where is Horizon Wealth Management headquartered?

    Horizon Wealth Management is headquartered in Westlake Village, CA.

  • What industry is Horizon Wealth Management in?

    Horizon Wealth Management’s primary industry is Asset Management.

  • Is Horizon Wealth Management a private or public company?

    Horizon Wealth Management is a Private company.

  • What is Horizon Wealth Management’s current revenue?

    The current revenue for Horizon Wealth Management is .

  • When was Horizon Wealth Management acquired?

    Horizon Wealth Management was acquired on 07-Mar-2024.

  • Who acquired Horizon Wealth Management?

    Horizon Wealth Management was acquired by Trilogy Financial Services.

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