HF
HORIZON FAMILY WEALTH, INC.
SEC RegisteredCHICAGO, ILhttps://horizonfamilywealth.com312-442-9192
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
418
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $9.0M |
| High Net Worth Individuals | 64 | $270M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Joseph Blane Shea
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
IL
CHICAGOHQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#315484
SEC Number
801-122217
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $500,000 (waivable)
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
horizonfamilywealth.comPhone
312-442-9192Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HORIZON FAMILY WEALTH, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.