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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HORIZON WEALTH MANAGEMENT

HORIZON WEALTH MANAGEMENT, LLC, CRD 170255

LA GRANGE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:777868cd-d06a-72f1-1d4f-bb95c7acdc81

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 9
On other graphs: 0
Observed: Mar 26, 2014 to Feb 5, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $180Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 3,136
Individual clients: 868
High net worth clients: 412
Custody, client assets: $328M
SEC number: 801-79492
CIK: 1815123
CRD: 170255
Filings on the tape: 36
First filed: Mar 26, 2014
Latest filed: Feb 5, 2026
Organised: Limited Liability Company, IL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN PATRICK WILLIAMSON	Certified Financial Planner	LA GRANGE, IL	12	26	n/a	yes
PAUL FOUSEK	n/a	LA GRANGE, IL	12	25	n/a	yes
RONALD THOMAS REITZ	Certified Financial Planner	LA GRANGE, IL	3	10	3	yes
KAITLIN MARIE HYLAND	n/a	LA GRANGE, IL	1	13	2	no
BARBARA M ABUNDIZ	Certified Financial Planner	LOS ANGELES, CA \| LA GRANGE, IL	0	18	n/a	yes
BRUCE IRWIN HEYMONT	Certified Financial Planner	LOS ANGELES, CA \| LA GRANGE, IL	0	40	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOUSEK, PAUL	CHIEF EXECUTIVE OFFICER AND FINANCIAL CONSULTANT	E	yes	03/2014	Feb 5, 2026	Feb 5, 2026
WILLIAMSON, RYAN, PATRICK	CHIEF INVESTMENT OFFICER, FINANCIAL CONSULTANT, AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2014	Feb 5, 2026	Feb 5, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026	$1.1B	$1.1B	10	6	1	n/a	n/a
2024	Mar 4, 2025	$946M	$946M	10	6	1	n/a	n/a
2023	Mar 18, 2024	$939M	$936M	10	6	1	n/a	n/a
2022	Mar 21, 2023	$783M	$781M	8	5	1	n/a	n/a
2021	Mar 29, 2022	$869M	$867M	9	8	0	n/a	n/a
2020	Mar 29, 2021	$702M	$700M	11	6	0	n/a	n/a
2019	Mar 24, 2020	$585M	$582M	11	10	0	n/a	n/a
2018	Mar 18, 2019	$423M	$420M	11	6	1	n/a	n/a
2017	Mar 30, 2018	$375M	$372M	9	5	1	n/a	n/a
2016	Feb 28, 2017	$273M	$270M	6	5	n/a	n/a	n/a
2015	Mar 16, 2016	$216M	$215M	6	5	n/a	n/a	n/a
2014	Feb 27, 2015	$192M	$192M	6	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$946M	13.9%	$783M	11.2%	10	10	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Aug 23, 2022	Jun 30, 2022	LA GRANGE, IL	Team lift out	RIA to RIA	33.3%

Relationships

Registered with (10)

← BRUCE IRWIN HEYMONTAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← BARBARA M ABUNDIZAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← KAITLIN MARIE HYLANDAdvisorregistration: previous registration
Jun 24, 2021 to Aug 22, 2022factForm ADV
← RONALD THOMAS REITZAdvisorregistration: current employment
Jun 1, 2023 to presentfactForm ADV
← RYAN PATRICK WILLIAMSONAdvisorregistration: current employment
Apr 15, 2014 to presentfactForm ADV
← PAUL FOUSEKAdvisorregistration: current employment
Apr 15, 2014 to presentfactForm ADV
← JOHN ROSS CRAWFORDAdvisorregistration: previous registration
Mar 3, 2020 to Feb 4, 2025factForm ADV
← RICHARD BARON SHANLEYAdvisorregistration: previous registration
Apr 15, 2014 to Aug 23, 2022factForm ADV
← MATTHEW J ARHONTASAdvisorregistration: previous registration
May 17, 2016 to Aug 23, 2022factForm ADV
← ROBERT A BUOYAdvisorregistration: previous registration
Apr 15, 2014 to Aug 23, 2022factForm ADV

Controls (2)

← WILLIAMSON, RYAN, PATRICKOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 26, 2014 to Jun 12, 2024factForm ADV
← FOUSEK, PAULOwnerMANAGING MEMBER, ownership code D, individual
Mar 26, 2014 to Jun 12, 2024factForm ADV

Moved with (1)

→ LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Aug 23, 2022 to Jun 30, 2022factForm ADV

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
John Ross Crawford left Horizon Wealth Management for Copperwood Financial (registered 2025-02-03)
Form ADVobserved 4 days ago
Occurred
Aug 23, 2022
Team lift-out
2 advisors left Horizon Wealth Management (LA Grange, IL) for LPL Financial LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 23, 2022
Advisor changed firm
Matthew J Arhontas left Horizon Wealth Management for Lpl Financial Llc (registered 2022-06-30)
Form ADVobserved 4 days ago
Occurred
Aug 23, 2022
Advisor changed firm
Robert A Buoy left Horizon Wealth Management for Lpl Financial Llc (registered 2022-06-30)
Form ADVobserved 4 days ago
Occurred
Aug 23, 2022
Advisor departed, no destination yet
Richard Baron Shanley no longer registered at Horizon Wealth Management; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Aug 22, 2022
Advisor changed firm
Kaitlin Marie Hyland left Horizon Wealth Management for Cresset Asset Management, Llc (registered 2022-08-26)
Form ADVobserved 4 days ago
Occurred
Apr 27, 2022
Control person left
Baron Richard Shanley (Managing Member) no longer on Schedule A of Horizon Wealth Management (listed 2022-03-29, absent 2022-04-27)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2020
Regulatory AUM changed
Horizon Wealth Management reported RAUM $585.5M, up 38% from $423.1M (2019-06-28 to 2020-03-24)
Form ADVobserved 4 days ago
$162M
Occurred
Mar 26, 2014
First Form ADV filing
Horizon Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:777868cd-d06a-72f1-1d4f-bb95c7acdc81
First observed: Mar 26, 2014
Last observed: Feb 5, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HORIZON WEALTH MANAGEMENT

HORIZON WEALTH MANAGEMENT, LLC, CRD 170255

LA GRANGE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:777868cd-d06a-72f1-1d4f-bb95c7acdc81

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN PATRICK WILLIAMSON

Certified Financial Planner

LA GRANGE, IL

n/a

yes

PAUL FOUSEK

n/a

LA GRANGE, IL

n/a

yes

RONALD THOMAS REITZ

Certified Financial Planner

LA GRANGE, IL

yes

KAITLIN MARIE HYLAND

n/a

LA GRANGE, IL

BARBARA M ABUNDIZ

Certified Financial Planner

LOS ANGELES, CA | LA GRANGE, IL

n/a

yes

BRUCE IRWIN HEYMONT

Certified Financial Planner

LOS ANGELES, CA | LA GRANGE, IL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOUSEK, PAUL

CHIEF EXECUTIVE OFFICER AND FINANCIAL CONSULTANT

yes

03/2014

Feb 5, 2026

WILLIAMSON, RYAN, PATRICK

CHIEF INVESTMENT OFFICER, FINANCIAL CONSULTANT, AND CHIEF COMPLIANCE OFFICER

yes

03/2014

Feb 5, 2026

City

State

Country

Employees

Also broker-dealer

LOS ANGELES

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$1.1B

n/a

2024

Mar 4, 2025

$946M

n/a

2023

Mar 18, 2024

$939M

$936M

n/a

2022

Mar 21, 2023

$783M

$781M

n/a

2021

Mar 29, 2022

$869M

$867M

n/a

2020

Mar 29, 2021

$702M

$700M

n/a

2019

Mar 24, 2020

$585M

$582M

n/a

2018

Mar 18, 2019

$423M

$420M

n/a

2017

Mar 30, 2018

$375M

$372M

n/a

2016

Feb 28, 2017

$273M

$270M

n/a

2015

Mar 16, 2016

$216M

$215M

n/a

2014

Feb 27, 2015

$192M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$946M

13.9%

$783M

11.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Aug 23, 2022

Jun 30, 2022

LA GRANGE, IL

Team lift out

RIA to RIA

33.3%