Iht Wealth Management LLC
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Overview
Iht Wealth Management LLC is located at 123 N. Wacker Dr., Chicago, IL. The firm employs 146 financial advisors to manage client portfolios and provide financial guidance. Iht Wealth Management LLC is a registered broker-dealer.
Iht Wealth Management LLC oversees $4.8 billion in assets under management across 20,120 accounts, of which 20,118 are discretionary and 2 are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, charitable organizations, corporations, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Iht Wealth Management LLC includes asset-based, hourly, fixed, and other fees. The firm has 4,883 high net worth clients and maintains affiliations with a broker-dealer or securities dealer.
Iht Wealth Management LLC is registered in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iht Wealth Management LLC by the Numbers
$4.8 billion
230
20,120
$239.6 thousand
Products and Services
Iht Wealth Management LLC offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the last financial year, Iht Wealth Management LLC provided 251-500 of its customers with financial planning services. The Firm is not engaged in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically depend on the type of services offered. Fees billed by Iht Wealth Management LLC likely include some combination of the following fee types: asset-based, hourly, fixed, or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Iht Wealth Management LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm manages money for a broad range of customers. The firm caters to retail investors, high net worth investors, charitable organizations, corporations, and other. Out of its 5 clients, Iht Wealth Management LLC's biggest client type by number of accounts is high net worth investors, although it also serves 4883 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 23.37%
- Other Individuals - 72.33%
- Corporations - 4%
- Charitable Organizations - 0.31%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Iht Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Iht Wealth Management LLC
Tampa, FL
Chicago, IL
Chicago, IL
Chicago, IL
Elgin, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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