Barry Ira Horowitz
Investment adviser representative at Wealth Management
22 yearsExperience
1 stateRegistered in
$3.7BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Wealth Management, LLCSep 2018 to now
- Hd Vest Insurance Agency IncApr 2016 to Sep 2018
- Hd Vest Advisory ServicesAug 2013 to Sep 2018
- H.D. Vest Investment ServicesJun 2011 to Sep 2018
- Barry I Horowitz, Cpa, A Professional CorpDec 2004 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Management
Legal name: Wealth Management Nebraska LLC
$3.7BAssets managed
4,751Clients
47Advisers
20 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
- 5667618
- Firm CRD
- 137080