LA GRANGE, ILCRD 170255Latest ADV February 5, 2026
Horizon Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Grange, IL. Its latest Form ADV filing, dated February 5, 2026, reports $1.1B in regulatory assets under management, 10 employees, 1 office, and 3,136 accounts.
Assets Under Management
$1.1B
Employees
10
Offices
1 office
Total Clients
1,306
Primary office
LA GRANGE, IL
22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, United States
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
868
2
HNWI
31.5%
412
3
Pension Plans
1.3%
17
4
Corporations
0.7%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 5, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts3,136
10Y AUM Change+$804M (+295.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee131:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.