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IHT WEALTH MANAGEMENT LLC

123 N. Wacker Dr.
Suite 2300
Chicago, Illinois 60606
Tel: 855-295-2828

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About IHT WEALTH MANAGEMENT LLC

IHT WEALTH MANAGEMENT LLC, formally registered with the SEC as IHT WEALTH MANAGEMENT LLC. The firm was established in 05/28/2014. They have over 68 offices throughout the country.

IHT WEALTH MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $4,820,462,755 assets under management, offering retirement planning & investment advisory services to 20120 clients. The firm is staffed with 230 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171481
SEC#801-79769
Assets Managed by Firm$4,820,462,755
No. of Clients20120
No. of Advisors230

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (FINANCIAL PLANNING FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total20120$4,820,462,755
Individuals (other than high net worth individuals)15111$1,059,995,416
High net worth individuals4883$3,071,757,912
Charitable organizations64$14,982,757
Corporations or other businesses60$55,532,217

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