HORIZON FAMILY WEALTH, INC.
C41
CRD 315484·SEC 801-122217·CHICAGO, IL
AUM
$278.8M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$836K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $113.3M
'23 · $155.3M
'25 · $279.7M
'26 · $278.8M
'22'26
$113.3M → $278.8M▲ +146%
Operations
Advisory staff (5-yr trend)
'22 · 3 advisors
'23 · 2 advisors
'25 · 1 advisors
'26 · 1 advisors
'22'26
3 advisors → 1 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
250 S WACKER DR.SUITE 220CHICAGO, IL 60606
Business
250 S WACKER DR.SUITE 220CHICAGO, IL 60606
Edgar Recent Filings
13F-HR2026-05-08 · 0001910660-26-000002
13F-HR2026-02-09 · 0001910660-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited