Dwight
Pendola

Horizon Wealth Advisors

CRD#5419103
Investment Advisor
in Lakewood Ranch, FL

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About this Advisor

Dwight Pendola is a financial advisor based in Lakewood Ranch, Florida, working with Horizon Wealth Advisors. Dwight has previously held positions at Rudd Asset Management and Horizon Wealth Advisors. Dwight has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Dwight is part of Horizon Wealth Advisors, which operates out of Lakewood Ranch, Florida. The firm has 2 offices and 8 employees. The firm manages assets totaling $187.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Horizon Wealth Advisors includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

Lakewood Ranch, FL

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Horizon Wealth Advisors Brokerage Details

Total Assets Under Management

$187,554,934

Total Number of Employees

8

Total Number of Accounts

502

Average Account Size

$373,615

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Dwight Pendola Work History

2015 - Present (10 years)

Horizon Wealth Advisors

2013 - 2015 (2 years)

Rudd Asset Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dwight Pendola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horizon Wealth Advisors

Dwight Pendola
Lakewood Ranch, FL
Jeremy Smith
Lakewood Ranch, FL
Elizabeth Wilson
Lakewood Ranch, FL
Nicholas Drizos
Bradenton, FL
Brian Babcock
Lakewood Ranch, FL
Michael Ferro
Lakewood Ranch, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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