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HORIZON WEALTH MANAGEMENT
HORIZON WEALTH MANAGEMENT, LLC
CRD 170255 · SEC 801-79492
22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525, United States
Phone
(708) 352-4300
Fax
(708) 352-2994
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.08B
Team
10 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 868 | $198.3M |
| High net worth individuals | 412 | $832.0M |
| Pension/profit sharing plans | 17 | $30.8M |
| Corporations/business entities | 9 | $13.9M |
States served
AZ, CA, CO, GA, IL, IN, MI, MN, NY, NC, OH, SC, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD