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| IHT Wealth Management LLC
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| |
|---|---|
| CRD # | 171481 |
| SEC # | 801-79769 |
| CIK # | 0001697490 |
| AUM | $4.8 BB (2024-05-22) |
| Employees | 230 (63% Investors, 62% Brokers) |
| Phone | 855-295-2828 |
| Address | 123 N Wacker Dr Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001697490 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,111 | 1.1 |
| (b) Individuals (high net worth individuals) | 4,883 | 3.1 |
| (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 | 64 | 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 | 60 | 0.1 |
| (n) Other | 775 | 0.6 |
| Total | 20,120 | 4.8 |
| By Discretionary | ||
| Discretionary | 20,118 | 4.8 |
| Non-Discretionary | 2 | 0.0 |
| Total | 20,120 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 20,120 | 4.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697490] |
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|---|---|---|
|
Foyston Gordon & Payne Inc
✚
|
4.9 | |
|
Miracle Mile Advisors LLC
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CA | 4.9 |
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MA | 4.9 |
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Kingsview Wealth Management LLC
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Fourth Street Performance Partners Inc
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KY | 4.8 |
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Snyder Capital Management LP
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Stockman Wealth Management Inc
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MT | 4.8 |
|
Spire Wealth Management LLC
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VA | 4.8 |
|
Kennedy Capital Management LLC
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MO | 4.8 |
|
Callan Family Office LLC
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PA | 4.8 |