Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. is an SEC-registered wealth manager in Chicago, IL with $278.8M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Horizon Family Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315484, SEC 801-122217, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $278.8M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 2
- Clients
- 94
- CRD
- 315484
- Ownership
- SHEA, JOSEPH, BLANE; ABBADESSA, SHARESE, NICOLE
How much AUM does Horizon Family Wealth, Inc. have?
Horizon Family Wealth, Inc. reported $278.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Horizon Family Wealth, Inc.?
Disclosed owners and executives of Horizon Family Wealth, Inc. include SHEA, JOSEPH, BLANE, ABBADESSA, SHARESE, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.