This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 04-15-2014
- Office Locations
- 2
Office Locations
About Horizon Wealth Management
Horizon Wealth Management is an independent, fiduciary RIA providing comprehensive financial planning and investment management for individuals and families, with a boutique, holistic approach integrating tax, estate, retirement, and insurance/income-replacement needs. Based in La Grange (serving Chicago and beyond), the team publishes weekly market commentary and leverages LPL Research; leaders Ryan Williamson and Paul Fousek were named Forbes Best-In-State Wealth Advisors (Apr 2025).
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL FOUSEK
Chief Executive Officer, FINANCIAL CONSULTANT
- CRD
- #4423657
- Ownership
- 75% or more
RYAN PATRICK WILLIAMSON
Chief Compliance Officer, Chief Investment Officer, FINANCIAL CONSULTANT
- CRD
- #3262671
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
BARBARA M ABUNDIZ
--
- CRD
- #5328472
BRUCE IRWIN HEYMONT
Senior Director
- CRD
- #1764579
Pioneer vector
Zenith horizon
- CRD
- #15601
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,077,017,151 | $343,437 |
| Non-Discretionary | $0 | -- |
| Total | $1,077,017,151 | $343,437 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,077,017,151
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $306,546,366 | 33.0% |
| Equity - Exchange | $269,389,231 | 29.0% |
| Cash | $352,992,785 | 38.0% |
| Total | $928,928,382 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK BEACON | PEAK VECTOR | DSS1HNH3T | NAVQA | 9.52% | $8,202,846 |
| FUSION EAGLE | ZENITH VERTEX | RZ93AEQK9 | MWMOH | 11.01% | $45,952,974 |
| SIGNAL MOMENTUM EMBER | EMBER RADIAL | WQ48R9THD | SVTS | 12.07% | $39,589,711 |
| CATALYST LEGACY | VALUE OPTIMA | ADCWNZMND | QMM | 9.61% | $85,109,444 |
| BRIDGE CATALYST FOCUS | CATALYST LEGACY | SQ0X07V43 | YCUDJ | 7.58% | $109,623,089 |
| QUANTUM RADIAL | FOCUS RADIAL | WOGNYE3G9 | VWOF | 10.70% | $50,384,215 |
| INSIGHT MOMENTUM HORIZON | FOUNDATION ZENITH | V2SIAA82T | NGWO | 8.39% | $22,230,492 |
| TIMBER CATALYST | PRIME VITAL | VB9QG9SES | DIEAX | 6.42% | $119,322,517 |