IHT Wealth Management LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$9,801,751,527 as of October 2026, filing dated March 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

+RINGENBERG FINANCIAL GROUP, BOARDWALK WEALTH SOLUTIONS, BRIDGE BENEFITS GROUP, CARRERA FINANCIAL, CMD WEALTH PARTNERS, DEWITT WEALTH ADVISORS, DWF WEALTH MANAGEMENT, ECLIPSE PRIVATE WEALTH MANAGEMENT, EQUITY WEALTH MANAGEMENT, GONGOLA FINANCIAL, GRATITUDE WEALTH MANAGEMENT, HARBOR WEALTH, IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING, J. DAVID BARKLEY & ASSOCIATES, JEFF K. ROSS FINANCIAL, JLS WEALTH MANAGEMENT, KEYSTONE FINANCIAL STRATEGIES, KMG WEALTH MANAGEMENT, KONZA WEALTH ADVISORS, LIGHTHOUSE FINANCIAL GROUP, LPG FINANCIAL, LLC, MILESTONE FINANCIAL SERVICES, MUELLER WEALTH GROUP LLC, NVISION 401(K) PLAN ADVISORS, NVISION WEALTH, PEARLVEST CAPITAL LLC, PINNACLE WEALTH MANAGEMENT, PLAN WEALH CREATIVE, PROVIDENT WEALTH MANAGEMENT, RB WEALTH PARTNERS, RINGENBERG FINANCIAL GROUP, RIVERSTONE WEALTH MANAGEMENT, ROCKY MOUNTAIN WEALTH MANAGEMENT, ROXIE WEBB SECURITIES MANAGEMENT INC., RPR FINANCIAL, SEWELL WEALTH MANAGEMENT, STEVENS3 FINANCIAL SERVICES, LLC, STILLWATER FINANCIAL PLANNING, STONEBRIAR WEALTH MANAGEMENT, SUCCESS WEALTH MANAGEMENT, SW ADVISERS, TALL OAKS ADVISORS, LLC, THE NESSIM GROUP, THRIVE LIFE 360, VENICE WEALTH PARTNERS, LLC, W INVESTMENTS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 179. Performing investment advisory functions: 153.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

52 other offices, as of the April 2026 filing

Ashland, WIBoca Raton, FLBraintree, MAChandler, AZChicago, ILColorado Springs, COCornelius, NCCovington, KYDenver, COEl Dorado, KSElgin, ILFenton, MIFort Collins, COFreeport, ILGalena, ILGreat Neck, NYGreenwood Village, COHenderson, COKalamazoo, MILand O'Lakes, FLLongmont, COMaitland, FLMarshfield, MOMinnetonka, MNMount Pleasant, SCNaperville, ILNew York, NYNorth Aurora, ILNorthbrook, ILNorthfield, ILOakbrook Terrace, ILOlathe, KSOrlando, FLOverland Park, KSPalm Bay, FLPensacola, FLPlymouth, WIPrescott, AZPunta Gorda, FLQueen Creek, AZRoswell, GASan Antonio, TXSarasota, FLScottsdale, AZShawnee, KSSkokie, ILSt. Petersburg, FLTampa, FLWashington, MIWestchester,, ILWinter Haven, FLYuma, AZ

States registered or notice-filed

36 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $3,544,895,360 in the October 2021 data and $9,801,751,527 in the October 2026 data, up 177%.

Total employees: 220 in October 2021 and 179 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. April 2026
   • Added the business name Roxie Webb Securities Management Inc..
   • Regulatory assets under management went from $6,376,084,483 to $9,801,751,527 (+54%).
   • Added an office in Prescott, AZ.
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.