NEW HORIZONS WEALTH MANAGEMENT
SEC RegisteredMake Life More Enjoyable
About the firm
New Horizons Wealth Management, LLC provides investment advisory services. The firm is associated with Joseph P. Okaly, a CFP Certified Financial Advisor with over a decade of experience, who focuses on personal financial advice geared specifically to professionals with young families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services and personal financial advice
Who they serve
Young professionals with families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 193 | $76M |
| High Net Worth Individuals | 35 | $91M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 2.00% |
| $250,001 - $500,000 | 1.55% |
| $500,001 - $2,000,000 | 1.15% |
| $2,000,001 and Above | 0.75% |
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEW HORIZONS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.