The IHT WEALTH MANAGEMENT LLC is a privately held investment adviser that advises $7.23Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. IHT WEALTH MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 104.09% over the last 5-years.
The Group has been registered with the SEC for 12.18 years and is comprised of 2 filing and 0 relying advisers. They operate out of 59 office locations with their Headquarters at 123 N. WACKER DR. SUITE 2300, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 185 employees comprised of 157 investment and 28 non-investment staff. The total number of Employees decreased by 15.91% over the last 5-years.
Their $7.23Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 205 other accounts. Assets of High Net Worth Individuals clients own $5.74Bn or 79.36% of Total Assets and Individuals own $1.34Bn or 18.49% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
IHT WEALTH MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.