HORIZON WEALTH MANAGEMENT, LLC
Legal name: HORIZON WEALTH MANAGEMENT
CRD #170255 SEC #801-79492 LA GRANGE, IL (708) 352-4300
SEC Registered
Total AUM
$945.8M
Discretionary
$945.8M
Employees
10
Clients
101
Accounts
3,073
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $945.8M | $945.8M | $0 | 10 | 0 |
| Jun 2025 | $945.8M | $945.8M | $0 | 10 | 0 |
| Mar 2025 | $945.8M | $945.8M | $0 | 10 | 0 |
| Jun 2024 | $938.7M | $936M | $2.7M | 10 | 0 |
| Apr 2024 | $938.7M | $936M | $2.7M | 10 | 0 |
| Mar 2024 | $938.7M | $936M | $2.7M | 10 | 0 |
| Mar 2024 | $938.7M | $936M | $2.7M | 10 | 0 |
| Dec 2023 | $783M | $781.2M | $1.8M | 8 | 0 |
| Mar 2023 | $783M | $781.2M | $1.8M | 8 | 0 |
| Nov 2022 | $869.2M | $866.5M | $2.7M | 9 | 0 |
| Jun 2022 | $869.2M | $866.5M | $2.7M | 9 | 0 |
| Apr 2022 | $869.2M | $866.5M | $2.7M | 9 | 0 |
| Mar 2022 | $869.2M | $866.5M | $2.7M | 9 | 0 |
| Mar 2021 | $702.2M | $699.9M | $2.2M | 11 | 0 |
| Aug 2020 | $585.5M | $581.8M | $3.6M | 11 | 0 |
| Jun 2020 | $585.5M | $581.8M | $3.6M | 11 | 0 |
| Mar 2020 | $585.5M | $581.8M | $3.6M | 11 | 0 |
| Jun 2019 | $423.1M | $420.3M | $2.9M | 11 | 0 |
| Mar 2019 | $423.1M | $420.3M | $2.9M | 11 | 0 |
| Mar 2018 | $374.8M | $371.9M | $2.9M | 9 | 0 |
| Nov 2017 | $322.3M | $319.8M | $2.5M | 6 | 0 |
| Sep 2017 | $272.6M | $270.2M | $2.4M | 6 | 26 |
| Aug 2017 | $272.6M | $270.2M | $2.4M | 6 | 26 |
| Feb 2017 | $272.6M | $270.2M | $2.4M | 6 | 26 |
| Sep 2016 | $216.5M | $215M | $1.5M | 6 | 950 |
| Mar 2016 | $216.5M | $215M | $1.5M | 6 | 950 |
| Jun 2015 | $191.8M | $191.8M | $0 | 6 | 600 |
| Jun 2015 | $191.8M | $191.8M | $0 | 6 | 600 |
| Mar 2015 | $191.8M | $191.8M | $0 | 6 | 600 |
| Feb 2015 | $191.8M | $191.8M | $0 | 6 | 600 |
| Oct 2014 | $108.7M | $108.7M | $0 | 5 | 0 |
| Aug 2014 | $108.7M | $108.7M | $0 | 5 | 0 |
| Apr 2014 | $0 | $0 | $0 | 5 | 0 |
| Mar 2014 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$945.8M
Discretionary$945.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2025
Total AUM$945.8M
Discretionary$945.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$945.8M
Discretionary$945.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2024
Total AUM$938.7M
Discretionary$936M
Non-Disc.$2.7M
Employees10
Clients0
DateApr 2024
Total AUM$938.7M
Discretionary$936M
Non-Disc.$2.7M
Employees10
Clients0
DateMar 2024
Total AUM$938.7M
Discretionary$936M
Non-Disc.$2.7M
Employees10
Clients0
DateMar 2024
Total AUM$938.7M
Discretionary$936M
Non-Disc.$2.7M
Employees10
Clients0
DateDec 2023
Total AUM$783M
Discretionary$781.2M
Non-Disc.$1.8M
Employees8
Clients0
DateMar 2023
Total AUM$783M
Discretionary$781.2M
Non-Disc.$1.8M
Employees8
Clients0
DateNov 2022
Total AUM$869.2M
Discretionary$866.5M
Non-Disc.$2.7M
Employees9
Clients0
DateJun 2022
Total AUM$869.2M
Discretionary$866.5M
Non-Disc.$2.7M
Employees9
Clients0
DateApr 2022
Total AUM$869.2M
Discretionary$866.5M
Non-Disc.$2.7M
Employees9
Clients0
DateMar 2022
Total AUM$869.2M
Discretionary$866.5M
Non-Disc.$2.7M
Employees9
Clients0
DateMar 2021
Total AUM$702.2M
Discretionary$699.9M
Non-Disc.$2.2M
Employees11
Clients0
DateAug 2020
Total AUM$585.5M
Discretionary$581.8M
Non-Disc.$3.6M
Employees11
Clients0
DateJun 2020
Total AUM$585.5M
Discretionary$581.8M
Non-Disc.$3.6M
Employees11
Clients0
DateMar 2020
Total AUM$585.5M
Discretionary$581.8M
Non-Disc.$3.6M
Employees11
Clients0
DateJun 2019
Total AUM$423.1M
Discretionary$420.3M
Non-Disc.$2.9M
Employees11
Clients0
DateMar 2019
Total AUM$423.1M
Discretionary$420.3M
Non-Disc.$2.9M
Employees11
Clients0
DateMar 2018
Total AUM$374.8M
Discretionary$371.9M
Non-Disc.$2.9M
Employees9
Clients0
DateNov 2017
Total AUM$322.3M
Discretionary$319.8M
Non-Disc.$2.5M
Employees6
Clients0
DateSep 2017
Total AUM$272.6M
Discretionary$270.2M
Non-Disc.$2.4M
Employees6
Clients26
DateAug 2017
Total AUM$272.6M
Discretionary$270.2M
Non-Disc.$2.4M
Employees6
Clients26
DateFeb 2017
Total AUM$272.6M
Discretionary$270.2M
Non-Disc.$2.4M
Employees6
Clients26
DateSep 2016
Total AUM$216.5M
Discretionary$215M
Non-Disc.$1.5M
Employees6
Clients950
DateMar 2016
Total AUM$216.5M
Discretionary$215M
Non-Disc.$1.5M
Employees6
Clients950
DateJun 2015
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees6
Clients600
DateJun 2015
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees6
Clients600
DateMar 2015
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees6
Clients600
DateFeb 2015
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees6
Clients600
DateOct 2014
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2014
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0