Joseph P Okaly
Investment adviser representative at New Horizons Wealth Management
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$203.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- World Investments, Inc.Dec 2025 to now
- New Horizons Wealth ManagementDec 2023 to now
- Nhwm LLCJan 2023 to now
- New Horizons Wealth Management, LLCJul 2008 to Dec 2022
- World Investments, Inc. (formerly Tfs Securities, Inc.)Jun 2008 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
New Horizons Wealth Management
Legal name: Nhwm LLC
$203.3MAssets managed
228Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5377082
- Firm CRD
- 328155