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IHT WEALTH MANAGEMENT LLC
CRD 171481File 801-79769
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.80B
Top 10% of cohort (national)
Discretionary AUM
$9.80B
Non-discretionary $2.2M
Clients
25,301
25,536 accounts
Employees
179
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 28, 2014
- Principal office
- 123 N. WACKER DR., SUITE 2300, CHICAGO, IL, 60606
- Phone
- 855-295-2828
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.80B
- Discretionary AUM
- $9.80B
- Non-discretionary AUM
- $2.2M
- Discretionary accounts
- 25,533
- Non-discretionary accounts
- 3
- Total accounts
- 25,536
- AUM per client
- $387K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 112 | $117.5M |
| Charitable organizations | 93 | $22.2M |
| High net worth individuals | 6,952 | $5.74B |
| Individuals (other than high net worth individuals) | 18,144 | $1.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL PLANNING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 25536 | 25301 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.