Iht Wealth Management LLC
Chicago, IL·SEC-registered · CRD #171481
Iht Wealth Management LLC is an SEC-registered investment advisory firm in Chicago, IL managing $9.8B across 26k client accounts, with 153 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.8B
Client accounts
26k
Advisory staff
153
Fee model
Fee-based
How Iht Wealth Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Iht Wealth Management LLC
How much does Iht Wealth Management LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Iht Wealth Management LLC reports $9.8B in regulatory assets under management across roughly 26k client accounts.
How does Iht Wealth Management LLC charge?
Iht Wealth Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Iht Wealth Management LLC a fiduciary?
Yes. Iht Wealth Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #171481), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Iht Wealth Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Iht Wealth Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Iht Wealth Management LLC's public SEC Form ADV filing (CRD #171481, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Iht Wealth Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Iht Wealth Management LLC? Claim this profile.