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Horizon Wealth Management, LLC

● SEC registered since 2014CRD 170255SEC# 801-79492La Grange, IL
Export (members)
Reg. AUM
$945.8M
Employees
10
Accounts
3,073
Location
La Grange, IL

Horizon Wealth Management, LLC assets under management

Horizon Wealth Management, LLC is a registered investment adviser overseen by the SEC based in La Grange, IL. The firm has been registered since 2014. It reports $945.8 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/horizonwealthmanagementllcView on SEC.gov ↗

Horizon Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Paul Fousek ControlManaging Member50-75%2014
Ryan Patrick Williamson ControlManaging Member And Chief Compliance Officer50-75%2014

Frequently asked questions

How much does Horizon Wealth Management, LLC manage?

Horizon Wealth Management, LLC reports $945.8 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Wealth Management, LLC have?

Horizon Wealth Management, LLC reports 10 employees.

Where is Horizon Wealth Management, LLC located?

Horizon Wealth Management, LLC is based in La Grange, IL and has been SEC-registered since 2014.

Does Horizon Wealth Management, LLC disclose fund performance?

Horizon Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 Calendar Court, 2nd Floor, La Grange, IL 60525
Phone(708) 352-4300
Fax(708) 352-2994
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1815123
Discloses disciplinary historyNo

Assets under management

Discretionary$945.8M
Non-discretionary$0
Total (RAUM)$945.8M