123 N. Wacker Dr.
Suite 2300
Chicago, Illinois 60606
Tel: 855-295-2828
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171481 |
| SEC# | 801-79769 |
| Assets Managed by Firm | $4,820,462,755 |
| No. of Clients | 20120 |
| No. of Advisors | 230 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20120 | $4,820,462,755 |
| Individuals (other than high net worth individuals) | 15111 | $1,059,995,416 |
| High net worth individuals | 4883 | $3,071,757,912 |
| Charitable organizations | 64 | $14,982,757 |
| Corporations or other businesses | 60 | $55,532,217 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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