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| Happy Holidays!! thanks for using AUM13F!! |
| IHT Wealth Management LLC
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| CRD # | 171481 |
| SEC # | 801-79769 |
| CIK # | 0001697490 |
| AUM | $6.4 B (2025-06-12) |
| Employees | 179 (85% Investors, 84% Brokers) |
| Phone | 855-295-2828 |
| Address | 123 N Wacker Dr Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001697490 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,311 | 1.2 |
| (b) Individuals (high net worth individuals) | 6,096 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 71 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 68 | 0.0 |
| (n) Other | 585 | 0.1 |
| Total | 23,131 | 6.4 |
| By Discretionary | ||
| Discretionary | 23,128 | 6.4 |
| Non-Discretionary | 3 | 0.0 |
| Total | 23,131 | 6.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.4 | |
| Total | 23,131 | 6.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697490] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sagespring Wealth Partners
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|
TN | 6.5 |
|
Aldrich Wealth Limited Partnership
✚
|
OR | 6.5 |
|
Ritholtz Wealth Management
✚
|
NY | 6.5 |
|
JMG Financial Group Ltd
✚
|
IL | 6.4 |
|
The Huntington Investment Company
✚
|
OH | 6.3 |
|
Nicholas Co Inc
✚
|
WI | 6.3 |
|
Cannell & Spears LLC
✚
|
NY | 6.3 |
|
Capital Investment Advisors LLC
✚
|
GA | 6.3 |
|
Focus Financial Network Inc
✚
|
MN | 6.3 |
|
Community Capital Management LLC
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|
FL | 6.3 |