Horizon Wealth Management

RIASEC Registered

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, owner-operated RIA that provides planning and portfolio management to individuals, families and institutional clients. The firm is registered with the SEC (registration year 2014) and bills clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Advisory services listed in filings include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting services. Horizon allocates client assets through third-party managers rather than acting as a direct capital allocator. The firm was included on Forbes’ list of America’s Top RIA Firms in 2023.