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IHT WEALTH MANAGEMENT LLC

CHICAGO, IL · CRD 171481 · IAPD ↗ · 855-295-2828

$9.80BRegulatory AUM
153Advisory reps
179Employees
326Clients
251-500Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — IHT WEALTH MANAGEMENT LLC reported RAUM up 54% ($6.38B -> $9.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — IHT WEALTH MANAGEMENT LLC reported RAUM up 32% ($4.82B -> $6.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2025 — IHT WEALTH MANAGEMENT LLC grew from 146 to 153 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
77
May 2024 — IHT WEALTH MANAGEMENT LLC grew from 139 to 146 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.