Anvik Advisers
44yrs
Top advisor by experience in Mill Valley
32yrs
Robert Horowitz
Financial advisor at Robert Horowitz Wealth Management
Robert Horowitz has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Mill Valley, California. Robert joined Robert Horowitz Wealth Management in 2003, a firm offering financial planning and investment management. Robert holds the CFA designation.
One of 136 advisors with offices in Mill Valley, and one of 116 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 14% by experience in California
OfficeMill Valley, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.06 million
States licensed ?1 state
Services through Robert Horowitz Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2003 – nowRobert Horowitz Wealth ManagementCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert Horowitz Wealth Management at 415-927-7871 and ask for Robert Horowitz. Robert works from the Mill Valley, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1995, about 32 years. Top 14% by experience in California.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Robert Horowitz Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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