Horizon Wealth Management
La Grange, IL·SEC-registered · CRD #170255
Horizon Wealth Management is an SEC-registered investment advisory firm in La Grange, IL managing $1.1B across 3.1k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
3.1k
Advisory staff
6
Fee model
Fee-based
How Horizon Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Horizon Wealth Management
How much does Horizon Wealth Management manage?
Per its most recent SEC Form ADV filing (02/05/2026), Horizon Wealth Management reports $1.1B in regulatory assets under management across roughly 3.1k client accounts.
How does Horizon Wealth Management charge?
Horizon Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Horizon Wealth Management a fiduciary?
Yes. Horizon Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #170255), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Horizon Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Horizon Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Horizon Wealth Management's public SEC Form ADV filing (CRD #170255, filed 02/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Horizon Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Horizon Wealth Management? Claim this profile.