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Horizon Wealth Management
Horizon Wealth Management was established in La Grange, Illinois, in 2014 as an independent advisory practice serving individuals, high-net-worth families,...
Overview
Horizon Wealth Management was established in La Grange, Illinois, in 2014 as an independent advisory practice serving individuals, high-net-worth families, trusts, estates, and charitable organizations. The founding principals have maintained a deliberately low public profile, with no named partners or investment leads appearing in available filings or the firm's own digital properties as of mid-2026. The firm's service model integrates investment management with broader financial planning, a bundled advice structure common among suburban Midwestern wealth managers. No direct deal activity, fund commitments, or co-investments are publicly attributable to the firm. Horizon Wealth Management does not disclose assets under advisement, total deployment figures, or team headcount. The firm's Australian top-level domain — horizonwealth.com.au — is an anomaly for a US-domiciled practice and may reflect a legacy registration choice or a servicing relationship that is not detailed in public records. For an allocator evaluating this firm, the primary structural observation is an almost complete absence of public positioning.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Region
North America
Country
United States
City
La Grange
Corporate office
La Grange, IL, United States
Frequently asked questions
Who runs investment decisions at Horizon Wealth Management?
Horizon Wealth Management has not publicly identified its investment committee members or named a chief investment officer in available records or on its website.
What is Horizon Wealth Management's investment strategy?
The firm describes itself as an investment advisory practice bundling investment management with financial planning. Without published portfolio holdings, targeted asset-class weights, or a documented investment policy statement, the specific strategy remains undisclosed to the market.
Does Horizon Wealth Management disclose its assets under management?
No. Horizon Wealth Management has never publicly disclosed a regulatory assets under management figure or offered an estimate of total client assets served.
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