Iht Wealth Management LLC

Registered investment adviser · Chicago, IL · CRD #171481

Form ADV data as of 2026-09-01

Regulatory assets

$9.80 billion

Total accounts

25,536

Employees

179

Disclosure events

Firm details

Website: https://twitter.com/ihtwealth
Telephone: 855-295-2828
SEC file number: 801-79769
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$9.80 billion
Non-discretionary regulatory assets under management	$2.2 million
Total regulatory assets under management	$9.80 billion
Discretionary accounts	25,533
Non-discretionary accounts	3
Total accounts	25,536
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	179
Employees performing investment advisory functions (including research)	153
Employees who are registered representatives of a broker-dealer	151
Employees registered as investment adviser representatives with a state	105
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	7
Firms or persons who solicit advisory clients on the firm's behalf	6

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	18,144	$1.34 billion
High net worth individuals	6,952	$5.74 billion
Charitable organizations	93	$22.2 million
Corporations or other businesses not listed above	112	$117.5 million
Other	235	$2.58 billion