HORIZON WEALTH MANAGEMENT

Legal name: HORIZON WEALTH MANAGEMENT, LLC

CRD 170255File 801-79492

APPROVED

Retail clients

Custody

Filing as of Feb 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.08B

Above cohort median (national)

Discretionary AUM

$1.08B

Clients

1,306

3,136 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 15, 2014
Principal office: 22 CALENDAR COURT, 2ND FLOOR, LA GRANGE, IL, 60525
Phone: (708) 352-4300
Website: https://www.linkedin.com/company/horizonwealthmanagementllc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.08B
Discretionary AUM: $1.08B
Non-discretionary AUM: $0
Discretionary accounts: 3,136
Non-discretionary accounts: 0
Total accounts: 3,136
AUM per client: $825K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$13.9M
Charitable organizations	Fewer than 5	$2.1M
High net worth individuals	412	$832.0M
Pension and profit sharing plans	17	$30.8M
Individuals (other than high net worth individuals)	868	$198.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.