Iht Wealth Management LLC is a large advisory firm based in Chicago. It manages $1.27 billion of regulatory assets for 7,628 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 30 other states.
Iht Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Iht Wealth Management LLC is $1.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1450% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Iht Wealth Management LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Iht Wealth Management is individuals with 4,317 clients and $879.26 million of assets under management. Among the 10 most similar advisory firms, Iht Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.27 billion for 5,294 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Iht Wealth Management doesn't advise any private funds.
The company employs 153 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 99 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Iht Wealth Management LLC performs its advisory services is located at 123 N. Wacker Dr., Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Elgin, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 855-295-2828 or by fax 312-754-1360. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.