Robert Horowitz
Robert Horowitz Wealth Management · Mill Valley, California
Robert Horowitz is a fee-only financial advisor at Robert Horowitz Wealth Management in Mill Valley, California, who holds the CFA credential. Robert Horowitz Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Robert Horowitz Wealth Management |
|---|---|
| Based in | Mill Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.9M across 139 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2595723 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rhwm.com |
How Robert's firm compares
- Robert Horowitz Wealth Management's average account is about $726,000, from its Form ADV (assets managed divided by 139 accounts).
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Questions about Robert
Is Robert Horowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Robert Horowitz Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Robert Horowitz Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Horowitz based?
Robert Horowitz is based in Mill Valley, California.
What credentials does Robert Horowitz hold?
Robert Horowitz holds the CFA credential.
Is Robert Horowitz registered with the SEC?
Yes. Robert Horowitz is registered as an investment adviser representative in CA (CRD 2595723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Robert Horowitz Wealth Management manage?
Robert Horowitz Wealth Management reports $100.9M across 139 accounts in assets under management.
How do I contact Robert Horowitz?
Through Robert's website, www.rhwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mill Valley
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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