Horizon Family Wealth, Inc.
● SEC registered since 2021CRD 315484SEC# 801-122217Chicago, IL
Reg. AUM
$278.8M
Employees
2
Accounts
418
Location
Chicago, IL
Horizon Family Wealth, Inc. assets under management
Horizon Family Wealth, Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2021. It reports $278.8 million in regulatory assets under management and employs 2 people.
Horizon Family Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Blane Shea Control | Managing Partner | Over 75% | 2021 |
| Sharese Nicole Abbadessa Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Horizon Family Wealth, Inc. manage?
Horizon Family Wealth, Inc. reports $278.8 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Family Wealth, Inc. have?
Horizon Family Wealth, Inc. reports 2 employees.
Where is Horizon Family Wealth, Inc. located?
Horizon Family Wealth, Inc. is based in Chicago, IL and has been SEC-registered since 2021.
Does Horizon Family Wealth, Inc. disclose fund performance?
Horizon Family Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 South Wacker Drive, Suite 220, Chicago, IL 60606 |
| Phone | 312-442-9192 |
| Office hours | 8-4 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1910660 |
| Discloses disciplinary history | No |
Regulatory AUM
$278.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$278.8Mregulatory AUM
Discretionary $278.8M