{
  "crd_number": 171481,
  "slug": "iht-wealth-management-llc-chicago-il-171481",
  "primary_business_name": "IHT WEALTH MANAGEMENT LLC",
  "legal_name": "IHT WEALTH MANAGEMENT LLC",
  "dbas": [
    "+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"
  ],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-05-28",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 9801751527.0,
  "raum_discretionary": 9799518954.0,
  "raum_non_discretionary": 2232573.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 179,
  "advisory_employees": 153,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 2583083340.0,
      "count": 235,
      "description": "401K"
    },
    "charitable": {
      "raum": 22200919.0,
      "count": 93
    },
    "individuals": {
      "raum": 1337523418.0,
      "count": 18144
    },
    "high_net_worth_individuals": {
      "raum": 5741428157.0,
      "count": 6952
    },
    "corporations_other_businesses": {
      "raum": 117515693.0,
      "count": 112
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "HI",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/IHTWealthManagement",
    "https://ihtwealthmanagement.com",
    "https://linkedin.com/company/iht-wealth-management",
    "https://twitter.com/Ihtwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171481",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/iht-wealth-management-llc-chicago-il-171481",
  "display_name": "IHT Wealth Management LLC",
  "summary": "IHT Wealth Management LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. IHT Wealth Management LLC (CRD 171481): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is IHT Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IHT Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is IHT Wealth Management LLC located?",
      "a": "IHT Wealth Management LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 52 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is IHT Wealth Management LLC registered with the SEC or a state?",
      "a": "IHT Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171481."
    },
    {
      "q": "How much does IHT Wealth Management LLC manage?",
      "a": "IHT Wealth Management LLC reports $9,801,751,527 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have IHT Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for IHT Wealth Management LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does IHT Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18,144); high net worth individuals (6,952); other (235)."
    },
    {
      "q": "Which custodians does IHT Wealth Management LLC use?",
      "a": "IHT Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does IHT Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171481"
    },
    {
      "q": "What changed in IHT Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: 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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3544895360.0,
      "total_employees": 220,
      "filing_date": "2021-09-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4535927554.0,
      "total_employees": 231,
      "filing_date": "2022-08-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4373565753.0,
      "total_employees": 219,
      "filing_date": "2023-07-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4820462755.0,
      "total_employees": 230,
      "filing_date": "2024-05-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6376084483.0,
      "total_employees": 179,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9801751527.0,
      "total_employees": 179,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/iht-wealth-management-llc-chicago-il-171481.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18144,
      "fewer_than_5": false,
      "raum": 1337523418.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6952,
      "fewer_than_5": false,
      "raum": 5741428157.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 93,
      "fewer_than_5": false,
      "raum": 22200919.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 112,
      "fewer_than_5": false,
      "raum": 117515693.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 235,
      "fewer_than_5": false,
      "raum": 2583083340.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171481",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}