SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Iht Wealth Management LLC
Chicago, IL
CRD 171481
Firm filing updated March 31, 2026 ·
- $9.8BAssets
- 25,536Clients
- 153Advisory staff
- 25,536Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals18,144
- High net worth individuals6,952
- Corporations or other businesses112
- Charities93
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 18,144 | $1.3 billion |
| High net worth individuals | 6,952 | $5.7 billion |
| Charitable organizations | 93 | $22.2 million |
| Corporations or other businesses not listed above | 112 | $117.5 million |
| Other: "401K" | 235 | $2.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$9.8 billion
- Accounts25,536
- Discretionary$9.8 billion · 25,533 accounts
- Non-discretionary$2.2 million · 3 accounts
People
- Employees179
- Advisory staff153
- Broker-dealer reps151
- Licensed insurance agents7
- Planning clients251 to 500
Advisors
95 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 171481, SEC file 801-79769.
- Registered with the SEC as an investment advisor (status date on record: May 28, 2014).
Is Iht Wealth Management LLC a fiduciary?
Short answer: Iht Wealth Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 151 staff are broker-dealer representatives, the firm is itself a broker-dealer and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
7 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.