← Back to searchVisit website
IHT WEALTH MANAGEMENT LLC
CRD 171481 · SEC 801-79769
123 N. WACKER DR., SUITE 2300, CHICAGO, IL, 60606, United States
Phone
855-295-2828
Fax
312-754-1360
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.80B
Discretionary AUM
$9.80B
Team
179 total employees; 153 advisory reps; 326 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18144 | $1.34B |
| High net worth individuals | 6952 | $5.74B |
| Charitable organizations | 93 | $22.2M |
| Corporations/business entities | 112 | $117.5M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD