HORIZON WEALTH MANAGEMENT

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$343K

Accounts

3,136

Employees

Advisory reps

Firm details

Headquarters: LA GRANGE, Illinois
CRD number: 170255
Registered since: April 15, 2014
Website: www.horizonwealth.biz
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.25%
Individuals18.41%
Pension & Profit Sharing Plans2.86%
Corporations / Businesses1.29%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Horizon Wealth Management is an independent, SEC-registered RIA organized as an LLC and operating since 2014. The firm is individually owned and serves both individuals/families and institutional clients. Its advisory menu includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. Fees are charged using a mix of AUM-based percentages, hourly billing, and fixed fees. Horizon does not identify as an active ESG investor, is not structured as a capital allocator, and is not a multi-state adviser by the reporting fields. The firm was included on Forbes’ America’s Top RIA Firms list in 2023.