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Horizon Point Wealth Management, LLC (Livingston)


Horizon Point Wealth Management, LLC is an adviser based in Livingston. It manages $34.64 million of regulatory assets for 189 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of New Jersey and New York.




Horizon Point Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Horizon Point Wealth Management: assets under management

The assets under management (AUM) of Horizon Point Wealth Management, LLC is $34.64 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.74 million in discretionary accounts and $21.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $254.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Horizon Point Wealth Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Livingston

The principal office where Horizon Point Wealth Management, LLC performs its advisory services is located at 70 South Orange Avenue, Livingston, NJ 07039, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-251-2622 or by fax 973-251-2627. The normal business hours are 9:00am - 5:00 pm on Other.


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