IHT WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2014

Total AUM

$9.8B

Discretionary

$9.8B

100% of AUM

Avg account

$384K

Accounts

25,536

Employees

179

Advisory reps

159

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 171481
Registered since: May 28, 2014
Website: www.ihtwealthmanagement.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI58.58%
Other26.35%
Individuals13.65%
Corporations / Businesses1.2%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

IHT Wealth Management LLC is an SEC‑registered independent registered investment adviser formed in 2014 that combines advisory practice with broker‑dealer and insurance brokerage activities. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. IHT operates as a capital allocator, meaning it directs client capital to third‑party managers and alternative vehicles alongside traditional public investments. Fee arrangements are mixed: percentage of AUM plus options for hourly and fixed fees and other fee structures. The firm has been recognized in industry lists, including Financial Times’ Top 300 RIA firms (2020), Citywire’s 50 Growers Across America (2021), and Forbes’ America’s Top RIA Firms (2023) and Top RIA Firms (2024).