Broker-dealer firm · Chicago, IL
IHT Wealth Management LLC
SEC-registered investment adviser · CRD 171481 · SEC 801-79769
At a glance
IHT Wealth Management LLC is an SEC-registered investment adviser based in Chicago, Illinois, with $9.8 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 25,096 individual clients. By Form ADV it is a broker-dealer firm, ranked 68th of 391 broker-dealer firms and 1,390th of 17,210 SEC-registered advisers by assets.
Main office 855-295-2828ihtwealthmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.8B
- Rank among broker-dealer firms
- #68 of 391
- Rank among all SEC RIAs
- #1,390 of 17,210
- Rank in Illinois
- #79 of 684
- Individual clients
- 25,096
- High-net-worth clients
- 6,952
- Accounts
- 25,536
- Discretionary
- 100% of AUM
- Employees
- 179
- Advisory staff
- 153
- Offices
- 68
Owners and executives on its Form ADV
- Steven J. DudashCEO
- Corianne LeytonChief Operations Officer
- Lindsey B. MichelPrincipal and Compliance Director
- Lance D. MurrayChief Compliance Officer
- Darla D. DouglasCompliance Director
- Matthew T HildingPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
IHT Wealth Management LLC is a hybrid RIA: 151 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: IHT Securities, LLC.
- IHT Securities, LLC ↗CRD 297984
Its Form ADV brochure (filed March 2026) names LPL Financial and IHT Securities as the broker-dealer its advisers are registered with.
Associated persons of IHT may also be registered representatives of LPL.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 6,952 | $5.7B | 59% |
| Other | 235 | $2.6B | 26% |
| Individuals | 18,144 | $1.3B | 14% |
| Corporations or other businesses | 112 | $118M | 1% |
| Charitable organizations | 93 | $22M | <1% |
Disciplinary disclosures
IHT Wealth Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗ihtwealthmanagement.com ↗
AtlasMembers
The full record on IHT Wealth Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 71 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does IHT Wealth Management LLC manage?
IHT Wealth Management LLC reports $9.8 billion in regulatory assets under management across 25,536 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is IHT Wealth Management LLC?
IHT Wealth Management LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are IHT Wealth Management LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($5.7 billion, 6,952 clients); other ($2.6 billion, 235 clients); individuals ($1.3 billion, 18,144 clients).
Does IHT Wealth Management LLC have any disciplinary history?
IHT Wealth Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is IHT Wealth Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →