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IHT Wealth Management LLC

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Total assets under management

$6,376,084,483

More info

Total clients

22,407

27% high-net worth

Total advisors

153

of 179 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

146

Average account size

$284,558

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning may be charged on a negotiated fixed fee basis; flat fees for ERISA consulting services also applicable.

Commissions

Advisory professionals, in their capacity as broker-dealer registered representatives, may receive sales, service or administrative fees for mutual funds and commission-based compensation for sales of securities and insurance products.

Project-based

Financial planning fees range from $250 to $600 per hour depending on complexity.

Other

Account minimum: $5,000 minimum to enroll in the LPL Financial–sponsored Guided Wealth Portfolios (GWP) Managed Service; no minimum otherwise

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

IHT Wealth Management LLC

123 N. Wacker Dr., Suite 2300

Chicago IL 60606, United States

Number of offices

68

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 855-295-2828

Advisors at this firm

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Lindsey M

Series 66

Longmont, CO

IHT Wealth Management LLC
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Catarina E

Series 66

Iowa City, IA

IHT Wealth Management LLC
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Derick W

CFP®, Series 66

Chicago, IL

IHT Wealth Management LLC
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Kathleen H

CFP®, Series 63, Series 66

Chicago, IL

IHT Wealth Management LLC
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John R

CFP®, ChFC®, Series 63, Series 65

Yuma, AZ

IHT Wealth Management LLC
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Brennan H

CFP®, Series 63, Series 66

Oak Brook, IL

IHT Wealth Management LLC
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Jeff R

ChFC®, Series 63, Series 66

Chicago, IL

IHT Wealth Management LLC
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Alexandra H

Series 63, Series 65

Kalamazoo, MI

IHT Wealth Management LLC
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Jay W

Series 63, Series 65

Chicago, IL

IHT Wealth Management LLC
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Dominic N

Series 63, Series 65

Las Vegas, NV

IHT Wealth Management LLC
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Marilyn F

Series 63, Series 65

Skokie, IL

IHT Wealth Management LLC
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William C

Series 63, Series 65

Marshfield, MO

IHT Wealth Management LLC
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David P

Series 66

Henderson, CO

IHT Wealth Management LLC
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Benjamin S

Series 66

Chicago, IL

IHT Wealth Management LLC
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Jared I

Series 66

Dawn, MO

IHT Wealth Management LLC
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