Horizon Wealth Management, LLC
● SEC registered since 2014CRD 170255SEC# 801-79492La Grange, IL
Reg. AUM
$1.08B
Employees
10
Accounts
3,136
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 $1.1 billion in regulatory assets under management and employs 10 people.
Horizon Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Fousek Control | Chief Executive Officer And Financial Consultant | Over 75% | 2014 |
| Ryan Patrick Williamson Control | Chief Investment Officer, Financial Consultant, And Chief Compliance Officer | Under 5% | 2014 |
Frequently asked questions
How much does Horizon Wealth Management, LLC manage?
Horizon Wealth Management, LLC reports $1.1 billion 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
| Address | 22 Calendar Court, 2nd Floor, La Grange, IL 60525 |
| Phone | (708) 352-4300 |
| Fax | (708) 352-2994 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1815123 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08B