SourcingSourcing

HORIZON WEALTH MANAGEMENT, LLC

C34
CRD 170255·SEC 801-79492·LA GRANGE, IL
AUM
$1.08B
$1B+
Est. Revenue
$10.8M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HORIZON WEALTH MANAGEMENT, LLC
CRD
170255
SEC file #
801-79492
EIN
202314904
DBA names
Horizon Wealth Management

Economics

AUM
$1.08B
AUM band
$1B+
AUM trajectory
'20'26
$423.1M → $1.08B▲ +155%
Client mix
Individuals Other868
Individuals High Net Worth412
Pension Profit Sharing Plans17
Corporations9

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
LA GRANGE IL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/05/2026
ADV-W filed at
—
Website
linkedin.com/company/horizonwealthmanagementllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOUSEK, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FOUSEK, PAUL
WILLIAMSON, RYAN, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:horizon.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
140,660
Form 5500 Compensation Trajectory 3y
2025140,660
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
140,660
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001815123
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001951757-26-000728

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3921
Soi Zip Pct 200k Plus
0.1954
Soi Zip Returns 200k Plus
3,160
Soi Zip Total AGI
2,366,373
Fdic Zip Total Deposits
52,098,423,000
Fdic Zip Branch Count
519
Fdic Zip Top Banks
State Bank of Countryside
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial6
E*trade4
Edgar Addresses
Mailing
22 CALENDAR COURT2ND FLOORLA GRANGE, IL 60525
Business
22 CALENDAR COURT2ND FLOORLA GRANGE, IL 60525
Edgar EIN
202314904
Edgar Recent Filings
13F-HR2026-04-24 · 0001951757-26-000728
13F-HR2026-02-04 · 0001951757-26-000349
Fdic Zip Branches Raw
First of America Bank-Metro Southwest, National AssociationLA Grange, IL
First of America Bank-Metro Southwest, National AssociationCountryside, IL
Fdic Zip HHI
472.3
Fdic Zip Top Bank Share Pct
12.39
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,447
Returns3,880
Stub 2
AGI95,774
Returns2,560
Stub 3
AGI119,694
Returns1,930
Soi Zip Total Business Income
70,633
Soi Zip Total Cap Gains
174,289
Soi Zip Total Dividends
64,855
Soi Zip Total Returns
16,170
Top Owner CRD
4423657
Trust Company Affiliate
No

People (6)

6
FOUSEK, PAUL
IAR · Direct Owner · 87.5%
4423657
WILLIAMSON, RYAN, PATRICK
IAR · Executive Officer · 2.5%
3262671
BARBARA M ABUNDIZ
IAR
5328472
BRUCE IRWIN HEYMONT
IAR
1764579
RONALD THOMAS REITZ
IAR
7269953
KAITLIN MARIE HYLAND
IAR
6251006