IHT WEALTH MANAGEMENT LLC
Adviser information for IHT WEALTH MANAGEMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 219 |
|---|---|
| Investment Advisory/Research | 139 |
| Registered Broker-Dealer Representatives | 107 |
| Registered State Investment Advisers | 98 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 20,118 | $4.8B |
| Non-Discretionary | 2 | $510,531 |
| Total | 20,120 | $4.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 15,111 | $1.1B |
| HNW Individuals | 4,883 | $3.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 64 | $15.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 60 | $55.5M |
| Other | 775 | $618.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 289 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesFINANCIAL PLANNING FEES |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 1.3B |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| IHT WRAP FEE PROGRAM | IHT WEALTH MANAGEMENT |
Identifiers
| SEC RIA File Number | 801-79769 |
|---|---|
| SEC ERA File Number | 801-79769 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171481 |
| Legal Entity Identifier | None |
Principal Office
123 N. WACKER DR.SUITE 2300
CHICAGO
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 855-295-2828, Fax: 312-754-1360
Chief Compliance Officer
LANCE MURRAY
CCO
123 NORTH WACKER DRIVE
SUITE 2300
CHICAGO
IL
United States
Tel:
855-295-2828
L***********@************M
(Full email address available in API data)
Industry Affiliates
| IHT SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUDASH, STEVEN, JOHN | Individual | – | CEO | 05/2014 | > 75% |
| LEYTON, CORIANNE | Individual | – | CHIEF OPERATIONS OFFICER | 05/2018 | < 5% |
| MICHEL, LINDSEY, BROOKE | Individual | – | PRINCIPAL | 01/2021 | < 5% |
| MURRAY, LANCE, DEVIN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |