|
⚲
|
| Keyboard |
| Horizon Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 170255 |
| SEC # | 801-79492 |
| CIK # | 0001815123 |
| AUM | 1,077.0 M (2026-02-05) |
| Employees | 10 (60% Investors, 50% Brokers) |
| Phone | 708-352-4300 |
| Address | 22 Calendar Court La Grange, IL 60525 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 27.8 | ||
| Apple Inc | 12.6 | ||
| Nvidia Corp | 6.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 868 | 198.3 |
| (b) Individuals (high net worth individuals) | 412 | 832.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 30.8 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,136 | 1,077.0 |
| By Discretionary | ||
| Discretionary | 3,136 | 1,077.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,136 | 1,077.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,077.0 | |
| Total | 3,136 | 1,077.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001815123] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Summit Asset Management LLC
✚
|
TN | 1,079.8 M |
|
Covenant Partners LLC
✚
|
TN | 1,079.5 M |
|
Goldstein Advisors LLC
✚
|
WI | 1,079.3 M |
|
Pointoak Retirement Advisors LLC
✚
|
VA | 1,079.0 M |
|
Strid Group LLC
✚
|
PA | 1,077.3 M |
|
Basecamp Wealth Advisors LLC
✚
|
WA | 1,076.6 M |
|
Sterling Investment Advisors Ltd
✚
|
PA | 1,075.8 M |
|
Fulcrum Capital LLC
✚
|
WA | 1,075.3 M |
|
Allen Mooney & Barnes Investment Advisors LLC
✚
|
GA | 1,074.8 M |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 1,073.8 M |