IHT Wealth Management LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 171481
- Registered since
- May 28, 2014
- Website
- www.ihtwealthmanagement.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI58.58%
- Other26.35%
- Individuals13.65%
- Corporations / Businesses1.2%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
IHT Wealth Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its fee arrangements include percentage of AUM, hourly and fixed fees, and other structures. IHT combines advisory services with broker-dealer and insurance brokerage activities and offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor. IHT has been recognized in industry lists, including Financial Times’ Top 300 RIA Firms (2020), Citywire’s 50 Growers Across America (2021), and Forbes’ RIA rankings in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities19%
- Cash & Cash Equivalents4%
- Other3%
- State & Local Bonds2%
Owners & executives
3 of 9
David Wernli
Founder & CEOCRD 2620733
Denzil Dias
SVP, COOCRD 4533467
Michael Mccord
Founder and CEO, Wealth AdvisorCRD 1703853
Contacts
3 of 152
Jarrod Rutledge
Founding PartnerCRD 4769331
Jose Hauad
Senior Vice President, Financial AdvisorCRD 4244268
Eric Hoffman
Financial AdvisorCRD 5714047
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 836Active vs passive
$4.2B in ETFs
72%
$3B
20%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $111M | 1,828,577 | 2.63% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 123 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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