Horizon Family Wealth, Inc.
SEC RegisteredA PERSONALIZED APPROACH to Managing Wealth
About the firm
Horizon Family Wealth, Inc. is a Registered Investment Adviser based in Chicago, IL. Over the years, the firm has worked with clients and their other professional advisors — including attorneys and accountants — to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management plans, personalized financial services, support and guidance, and investment management, with a collaborative planning process tailored to clients' goals and objectives.
Who they serve
Business owners and entrepreneurs, families and individuals, family offices, and healthcare professionals including physicians.
| 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 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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