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IHT WEALTH MANAGEMENT LLC
CRD 171481File 801-79769
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 25,536 | 25,301 | decreased by235 |
| Apr 1, 2026 | Clients | 23,131 | 25,536 | increased by2,405 |
| Apr 1, 2026 | AUM | $6,376,084,483 | $9,801,751,527 | increased by$3,425,667,044 |
| Apr 1, 2026 | Accounts | 23,131 | 25,536 | increased by2,405 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 231 | 179 | decreased by52 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23,061 | 23,131 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,535,927,554 | $6,376,084,483 | increased by$1,840,156,929 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23,580 | 23,131 | decreased by449 |
| Apr 1, 2022 | Employees | 220 | 231 | increased by11 |
| Apr 1, 2022 | Clients | 15,031 | 23,061 | increased by8,030 |
| Apr 1, 2022 | AUM | $3,544,895,360 | $4,535,927,554 | increased by$991,032,194 |
| Apr 1, 2022 | Accounts | 15,031 | 23,580 | increased by8,549 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IHT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IHT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.