IHT WEALTH MANAGEMENT LLC

CHICAGO, IL

855-295-2828

SEC #801-79769

Total AUM

$9.8B

Employees

179

Clients

25,536

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

123 N. WACKER DR.
SUITE 2300
CHICAGO
IL 60606
United States

Operating Hours

9:00 AM - 5:00 PM
Monday - Friday

Phone

855-295-2828

Other Offices

Financials

Total AUM

$9.8B

Accounts

25,536

Discretionary

$9.8B

Accounts

25,533

Non-Discretionary

$2.2M

Accounts

Clients

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Individual Clients

18,144

AUM

$1.3B

HNW Individual Clients

6,952

AUM

$5.7B

Charitable Organization Clients

AUM

$22.2M

Corporation or Business Clients

112

AUM

$117.5M

Other Clients

235

AUM

$2.6B

Description of Other Clients

401K

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

FINANCIAL PLANNING FEES

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 1 other business.