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Family Office - Multi • LaGrange, United States

Horizon Wealth Management

Horizon Wealth Management is a family office - multi based in LaGrange, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$380M
Assets Under Mgmt
Family Office - Multi
Investor Type
LaGrange, United States
Headquarters
About

Horizon Wealth Management

Our Private Wealth Advisors provide integrated management of complex financial issues. To address the interrelated financial issues that affluent individuals and families often face, we deliver a wide range of wealth management services, including expertise in the following areas: Retirement planning Investment management Private wealth/financial planning Succession planning for business owners Concentrated stock positions & major liquidity events Philanthropy Tax planning Trust services & estate planning Income planning Our firm also offers traditional brokerage services

Investment Focus

What Horizon Wealth Management Invests In

Investment types: Investment Funds, Philanthropy

Sectors & themes: Charitable Investments, Civic & Public Affairs, Community & Social Welfare, Debt Management, Equity/Mutual Funds, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planning, Trust Management, Wealth & Estate Planning, Youth Education & Welfare Finance, Financial Services, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: 22 Calendar Court Second Floor\nLagrange\nIllinois\n60525\nUnited States

Contact Horizon Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.