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HORIZON FAMILY WEALTH, INC.

CHICAGO, IL · CRD 315484 · IAPD ↗ · horizonfamilywealth.com · 312-442-9192

$278.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — HORIZON FAMILY WEALTH, INC. reported RAUM up 27% ($220.7M -> $279.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — HORIZON FAMILY WEALTH, INC. reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — HORIZON FAMILY WEALTH, INC. reported RAUM up 47% ($150.2M -> $220.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.