Los Angeles, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Horizon Wealth Management
Team
Firm-wide stats for Horizon Wealth Management
About
Horizon Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) roles.
Horizon’s investment process is primarily long-term and fiduciary in orientation, building diversified portfolios using mutual funds, ETFs and, when appropriate, individual securities informed by fundamental, technical and charting analysis. The firm provides ongoing portfolio monitoring and periodic reviews, and may transact over shorter horizons for rebalancing, tax reasons, or to address changing client needs.
Compared with peers, Horizon is notable for managing roughly $1.08 billion for about 1,280 clients with a six-advisor team — an unusually high client count per advisor (200+), which may affect the scale and delivery of service. The firm also sponsors a wrap-fee program that bundles transaction and custody costs and publicly uses endorsements and third‑party ratings in its advertising; additionally, it operates with an institutional relationship with LPL Financial and discloses that advisory persons are registered representatives and some hold insurance licenses, items the brochure identifies as potential conflicts and platform influences.
Based on Horizon Wealth Management
Expertise
Based on Horizon Wealth Management
Location
1880 Century Park East, Ste 1008
Los Angeles CA 90067
Advisors at this office
2
Advisors at this office
Bruce H
CFP®, Series 63, Series 65
Los Angeles, CA
Horizon Wealth Management
Bruce Heymont is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Horizon Wealth Management, where he has worked since 2022. His prior experience includes roles at Heymont & Company, Inc. and LPL Financial. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary-oriented investment management and financial planning, utilizing diversified portfolios with mutual funds, ETFs, and individual securities supported by fundamental and technical analysis.
Barbara A
CFP®, Series 63
Los Angeles, CA
Horizon Wealth Management
Barbara Abundiz is a CFP® with 17 years of industry experience, currently serving as an advisor at Horizon Wealth Management. She has previously worked at The Heymont Group and Heymont & Company, Inc., and has been associated with LPL Financial since 2008. In addition to her advisory role, she is involved with BABS MICHAEL, LLC, a non-investment-related business entity. Horizon Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fiduciary investment management using diversified portfolios and provides financial planning and retirement-plan advisory services.
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