# Horizon Wealth Management

Horizon Wealth Management is a Multi Family Office based in La Grange, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** La Grange, United States
- **Region:** North America
- **Address:** La Grange, IL, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** horizonwealth.com.au
- **LinkedIn:** https://www.linkedin.com/company/horizonwealthmanagementllc

## Regulatory record

- **CRD number:** 170255
- **SEC file number:** 801-79492
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170255

## About

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.

## 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.

## Related profiles

- [Horizon Wealth Advisors](https://altss.com/profile/horizon-wealth-advisors)
- [Horizons Sustainable Financial Services](https://altss.com/profile/horizons-sustainable-financial-services)

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Last updated: 2026-08-11T02:43:31.692Z

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