Horizon Wealth Management, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 1,306
- Avg AUM / client
- $825K
- Accounts
- 3,136
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 868 | $198M | 18.4% |
| High net worth individuals | 412 | $832M | 77.2% |
| Pension and profit sharing plans | 17 | $30.8M | 2.86% |
| Charitable organizations | Fewer than 5 clients | $2.1M | 0.19% |
| Corporations and other businesses | 9 | $13.9M | 1.29% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Valor, Llc Retirement Plan Valor Llc | 2024 | |
| Bryant Heating & Cooling, Inc. 401(k) Plan Bryant Heating & Cooling, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Fousek | Managing Member | Mar 2014 (12y) | 50% – 75% | |
| Ryan Patrick Williamson | Managing Member And Chief Compliance Officer | CFP | Mar 2014 (12y) | 50% – 75% |
| Ronald Thomas Reitz | Registered representative | CFP | Jun 2023 (3y) | |
| Kaitlin Marie Hyland | Registered representative | May 2025 (1y) | ||
| Barbara M Abundiz | Registered representative | CFP | Jun 2026 (0y) | |
| Bruce Irwin Heymont | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Valor, Llc Retirement Plan | Valor Llc | 221 | $5.7M | 01/01/2024 |
| Bryant Heating & Cooling, Inc. 401(k) Plan | Bryant Heating & Cooling, Inc. | 173 | $7.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $1.1B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗