IHT Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
IHT Wealth Management reports 25,536 clients. They include 18,144 individual clients, 6,952 high-net-worth individuals and 235 other clients. Nearly all assets ($9.8B across 25,533 accounts) are managed with discretion; $2.23M across 3 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.76B. It advised 326 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 14% |
| High-net-worth individuals | 27% | 59% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
| Other | <1% | 26% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18,144 | $1.34B | 13.6% | $73.7K |
| High-net-worth individuals | 6,952 | $5.74B | 58.6% | $826K |
| Charitable organizations | 93 | $22.2M | 0.2% | $239K |
| Corporations and other businesses | 112 | $118M | 1.2% | $1.05M |
| Other | 235 | $2.58B | 26.4% | $11M |
| Total | 25,536 | $9.8B | 100% | $384K |
- Clients
- 18,144
- Regulatory AUM
- $1.34B
- AUM share
- 13.6%
- Avg. per client
- $73.7K
- Clients
- 6,952
- Regulatory AUM
- $5.74B
- AUM share
- 58.6%
- Avg. per client
- $826K
- Clients
- 93
- Regulatory AUM
- $22.2M
- AUM share
- 0.2%
- Avg. per client
- $239K
- Clients
- 112
- Regulatory AUM
- $118M
- AUM share
- 1.2%
- Avg. per client
- $1.05M
- Clients
- 235
- Regulatory AUM
- $2.58B
- AUM share
- 26.4%
- Avg. per client
- $11M
Total
- Clients
- 25,536
- Regulatory AUM
- $9.8B
- AUM share
- 100%
- Avg. per client
- $384K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 326
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
IHT Wealth Management charges up to 2.00% a year for its Investment Advisory Service Fees; its fees and minimums are set out in its brochures on the SEC website.
Steven Dudash owns 75% or more of IHT Wealth Management. The leadership team of IHT Wealth Management includes President Matthew Hilding and Chief Compliance Officer Lance Murray. It has 179 employees, 153 of them in advisory roles.
Leadership
- Matthew HildingPresident
- Lance MurrayChief Compliance Officer
- Darla DouglasCompliance Director
- Corianne LeytonChief Operations Officer
- Lindsey MichelPrincipal and Compliance Director
Investment adviser representatives
160 representatives listed in the SEC register as of 9 October 2026.
- Frank Acosta
- Kira Lyn Aduddell
- Alona Weissberg Anspach
- Anton Kyriacos Antoniadis
- Kyriacos Anthony Antoniadis
- Peter Arboleda
- Rob Buchdahl Bacharach
- Ian Stuart Baker
- David Ryan Bakker
- Jorge Israel Blanco
- Alexander Blashewski
- Suzana Bogoevska
- John V. Boryk
- Adrien Brand
- Thomas Michael Brdecka
- Jake Thomas Burke
- William Reid Campbell
- Ernest Paul Carrera
- Thomas A. Cavaliere III
- Caleb John Cetina
- Colin Edward Cheaney
- Randall Benjamin Cohen
- Ernest Altman Commins
- Ian Crowley
- Jacob Randall Cohan Cummings
- Donna Lee Curtis
- Shireen Elizabeth Daniels
- Christopher Douglas Davidson
- Joseph William Davis
- Christopher M Deacy
- David Glen Dewitt
- Ryan Henry Dewitt
- Denzil Dias
- Francisco Xavier Diaz
- Nora Dudash
- Jeannine T. Edmonds
- Catarina Edwards
- Gregory Dale Eicher
- Brian Patrick Erickson
- Paul Howard Etra
- Brian Falls
- Timothy Thomas Feldheim
- Ruth Lorraine Forehand
- Brian J Gaffney
- Susan Marie Garbarino
- Yussef M Gheriani
- Edwin Singh Gill
- Michael Scott Glavin
- Christopher M. Gongola
- Lance Eric Gorsuch
- Keith Richard Hamann MR.
- Christopher Samuel Handlee
- Marc Charles Harary
- Christian Mark Harris
- Torrey Harris
- Peter Marshall Hass
- Jose Eduardo Hauad III
- Bryan Jared Hays
- Alex William Helms
- Alexandra Michelle Herbert
- Ralph John Hochuli
- Eric Daniel Hoffman
- Brennan Michael Hollenbeck
- Ryan Mitchell Hook
- David Bradley Hooks
- Kathleen H Hosty
- Lauren Brian Housel
- Jared Thomas Ireland
- Thomas Junior Ireland
- Michael Philip Jensen
- Kristin Anne Johnson
- Randall Reed Johnson
- Theodore Jay Jones
- Dario Kerkez
- John P Kinsella
- Chandler Eugene Kirkhart
- Christopher Lee Klick
- Preston Lynn Klick
- Cain Benjamin Kobert
- Jeffrey A Kocis
- Jim Koliatsis
- Michael William Lutz
- Michael Masalehdani
- Adam Christopher Mason
- Ryan William McCain
- Michael Charles McCord
- Felipe Medina
- Nicole R Meihofer
- Jonathan Kyle Metz
- Emil F Mokhtarian
- Donald Russell Morse
- Mary Alice Mulcrone
- Debra Ann Nadeau
- Dominic Allan Nadeau JR
- Perry Wayne Nafziger
- Alan Jeffrey Nerad
- Daniel Reuben Nessim
- Justine Nicole Ochoa
- Orlando Ochoa
- Charles Fletcher Okelley
- Edilberto Calalang Ortiz
- Michael Allen Osborne
- Daniel Peter Pappas
- Ryan Peeler
- Timothy Michael Pitera
- David Jon Pocs
- Karim Poonawala
- Randall Scott Powell
- Daniel Scott Riesmeyer
- Barret Roosa
- Jeff Kent Ross
- John Allen Rossitto
- Samuel George Rouman
- Michael Gene Russell
- Jarrod William Rutledge
- Clinton Wade Sandmann
- Giuseppe Savino
- Debra Ann Schulz
- Ralph William Sevelius Jr.
- Chad Carter Sewell
- James Christopher Sexton
- Philip Glenn Sherman
- Brittany K Shiflett
- Paul Brent Simmons
- David Rafael Smith
- Veronica Jo Smith
- Mike C Spencer
- Jeffrey R. St John
- Scott Josef Staley
- Cathleen Nash Stevens
- David Dana Stone
- Benjamin Christian Storm
- John L Sullivan IV
- Michael David Sullivan
- Keith Allan Svendby JR
- Andrew Thomas Tipton
- Erica Martee Tipton
- Gregory Scott Tong
- Maria Ursu Roman
- Elliott Arthur Vaughn
- Derick Wayne Walters
- Nikki Danyel Walton
- Paul Eugene Ward
- Jay Norman Warren
- Kendrick Colton Webb
- Ian Joseph Weiss
- David Todd Wernli
- Ryan Wayne Weyrauch
- Aaron David Windhorst
- Ryan Tharp Wittig
- Sally Ann Wolfe
- Thomas Yi
- Kurt Frederick Yndestad
- Waldo Julio Zayas
- Matthew James Zivick
Staff
- 179 employees
- 153 in advisory functions
- 105 state-registered reps
- 151 broker-dealer reps
- 7 insurance agents
- 6 soliciting firms
- Owns 75% or more of Iht Wealth Management LLC
Steven Dudash
Control person · since May 2014
IHT Wealth Management’s regulatory assets grew 2.8× from $3.54B (July 2021) to $9.8B (March 2026); clients rose from 15,031 to 25,536 and employees fell from 220 to 179.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $9.8B | 25,536 | 179 | 68 |
| June 2025 | $6.38B | 23,131 | 179 | 68 |
| May 2024 | $4.82B | 20,893 | 230 | 68 |
| July 2023 | $4.37B | 18,644 | 219 | 68 |
| June 2022 | $4.54B | 23,061 | 231 | 67 |
| July 2021 | $3.54B | 15,031 | 220 | 37 |
Besides its headquarters, IHT Wealth Management has 67 offices (2 private residences, listed without an address), with 65 listed addresses across 16 states.
Illinois · 17 listed addresses
- 123 N. Wacker DR., Suite 2300, ChicagoHQ
- 500 Skokie BLVD., Northbrook
- 11400 US Highway 20 West, Galena
- 1647 W. Cortland St., Chicago
- 4711 Golf RD., Skokie
- 2205 Enterprise Drive, Ste 515, Westchester,
- 123 N. Wacker DR, Chicago
- 100 N Lincolnway St, North Aurora
- 55 S Main St, Naperville
- 1730 North Clark St., Chicago
- DDD Office, Chicago
- 200 W. Adams, Chicago
- 2900 W Pearl City Road, Freeport
- 1707 North Randall Road, Elgin
- 1 Tower Lane, Oakbrook Terrace
- 1700 Park Street, Naperville
- One Northfield Plaza, Northfield
Florida · 14 listed addresses
- 500 N. Maitland Ave., Maitland
- 401 East Jackson St, Tampa
- 749 Angle St Ne, Palm Bay
- 105 South Armenia Ave, Tampa
- 21342 Falls Ridge Way, Boca Raton
- 3298 Summit BLVD BLDG 22, Suite C-2, Pensacola
- 111 2nd Ave Ne, St. Petersburg
- 2601 Cattlemen Road Suite 502, Sarasota
- 1680 Fruitville Road, Sarasota
- 46 4th St. SW, Winter Haven
- 20719 Sterlington Drive, Land O'Lakes
- 3410 Henderson BLVD, Tampa
- 1212 Canvasback CT., Punta Gorda
- 7345 W. Sand Lake RD., Orlando
Colorado · 7 listed addresses
- 891 14th Street, Denver
- 702 W. Drake Road, Fort Collins
- 9550 E. 112th PL, Henderson
- 5619 DTC Pkwy, Greenwood Village
- 1533 Belmont DR, Longmont
- 287 E. Fountain BLVD., Colorado Springs
- 10754 Belle Creek BLVD., Henderson
Kansas · 7 listed addresses
- 101 N Main, El Dorado
- 117 South Main Street, El Dorado
- 8575 W 110th St., Overland Park
- 11292 W 146th Terrace, Olathe
- 7211 West 98th Terrace, Overland Park
- 8700 Indian Creek Parkway, Overland Park
- 6428 Vista Drive, Shawnee
Arizona · 5 listed addresses
- 11170 E 25th St, Yuma
- 9815 E Bell Road, Scottsdale
- 6909 W Ray Road 15, Chandler
- 22956 E Via De Olivos, Queen Creek
- 1000 Ainsworth Drive Suite 130, Prescott
Michigan · 3 listed addresses
- 259 E. Michigan Ave., Kalamazoo
- 58757 Van Dyke RD, Washington
- 3271 Silver Lake Road, Fenton
New York · 2 listed addresses
- 40 Cuttermill Road, Great Neck
- 112 East 42nd Street, New York
Wisconsin · 2 listed addresses
- 515 E Mill St, Plymouth
- 1000 Lake Shore Drive West, Ashland
Georgia · 1 listed address
- 603 Macy Drive, Roswell
Kentucky · 1 listed address
- 521 Madison Ave, Covington
Massachusetts · 1 listed address
- 25 Braintree Hill Office Park, Braintree
Minnesota · 1 listed address
- Pitera Bakker Office, Minnetonka
Missouri · 1 listed address
- 3397 Bell Springs RD, Marshfield
North Carolina · 1 listed address
- 17810 Statesville RD, Cornelius
South Carolina · 1 listed address
- 10 Resolute LN, Mount Pleasant
Texas · 1 listed address
- 85 Ne Loop 410, San Antonio
Other business names
IHT Wealth Management has reported 46 other business names to the SEC.
- +ringenberg Financial Group
- Boardwalk Wealth Solutions
- Bridge Benefits Group
- CMD Wealth Partners
- Carrera Financial
- DWF Wealth Management
- Dewitt Wealth Advisors
- Eclipse Private Wealth Management
- Equity Wealth Management
- Gongola Financial
- Gratitude Wealth Management
- Harbor Wealth
Show all 46 names
- Ireland Wealth Management and Financial Planning
- J. David Barkley & Associates
- JLS Wealth Management
- Jeff K. Ross Financial
- KMG Wealth Management
- Keystone Financial Strategies
- Konza Wealth Advisors
- LPG Financial, LLC
- Lighthouse Financial Group
- Milestone Financial Services
- Mueller Wealth Group LLC
- Nvision 401(k) Plan Advisors
- Nvision Wealth
- Pearlvest Capital LLC
- Pinnacle Wealth Management
- Plan Wealh Creative
- Provident Wealth Management
- RB Wealth Partners
- RPR Financial
- Ringenberg Financial Group
- Riverstone Wealth Management
- Rocky Mountain Wealth Management
- Roxie Webb Securities Management Inc.
- SW Advisers
- Sewell Wealth Management
- Stevens3 Financial Services, LLC
- Stillwater Financial Planning
- Stonebriar Wealth Management
- Success Wealth Management
- Tall Oaks Advisors, LLC
- The Nessim Group
- Thrive Life 360
- Venice Wealth Partners, LLC
- W Investments
Contact and registration details
- Legal name
- Iht Wealth Management LLC
- Headquarters
- 123 N. Wacker DR., Suite 2300, Chicago, IL 60606
- Website
- ihtwealthmanagement.com
- Phone
- 855-295-2828
- @iht-wealth-management
- SEC file
- 801-79769
- Structure
- Illinois LLC
- Fiscal year end
- December
IHT Wealth Management uses LPL Financial ($3.31B) as custodian for its separately managed accounts. IHT Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $3.31B100%
At year end, IHT Wealth Management’s separately managed accounts were mostly in funds (70%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.7B across 1,237 positions; the largest are Apple Inc. (2.9%), SPDR Series Trust (2.4%) and Nvidia Corporation (2.1%).
What the accounts hold
- Stocks19%
- Funds70%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash4%
- Other3%
- Alternatives, structured products, closed end interval funds3%
Reported 13F holdings
- $4.7B
- Reported 13F value
- 1,237
- Positions
- 18.8%
- In the 10 largest
- +9.2%
- Value vs. prior quarter
- Apple Inc.2.9%
- SPDR Series Trust · ST Str P500val2.4%
- Nvidia Corporation2.1%
- SPDR Series Trust · ST Str P500grw1.9%
- Blackrock ETF Trust · iShares US Equit1.9%
- Tesla Inc.1.7%
- Invesco Qqq TR · Unit Ser 11.6%
- Wisdomtree TR · Floatng Rat Trea1.5%
- SPDR Series Trust · ST Str P500etf1.4%
- iShares TR · Core S&P500 ETF1.4%
Together, the ten largest are 18.8% of reported value.
How many clients does IHT Wealth Management have?
IHT Wealth Management has 25,536 clients and manages $9.8 billion for them, as of March 2026. They include 18,144 individual clients, 6,952 high-net-worth individuals and 235 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does IHT Wealth Management offer?
IHT Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does IHT Wealth Management charge?
IHT Wealth Management charges up to 2.00% a year for its Investment Advisory Service Fees.
Source: ADV FORM 2A, filed 30 March 2026
Which custodians does IHT Wealth Management use?
IHT Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $3.31B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does IHT Wealth Management have?
IHT Wealth Management has 105 investment adviser representatives registered with state securities authorities, out of 179 employees, and 153 perform investment advisory functions. 151 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does IHT Wealth Management invest in?
At the end of its last fiscal year, IHT Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 4% cash and equivalents, 3% other, 2% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 3% other category is described as: Alternatives, Structured Products, Closed End Interval Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns IHT Wealth Management?
IHT Wealth Management’s direct owner is Steven Dudash (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does IHT Wealth Management get paid?
IHT Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact IHT Wealth Management?
IHT Wealth Management’s main office is at 123 N. Wacker DR., Suite 2300, Chicago, IL 60606. Its phone number is 855-295-2828. Its website is ihtwealthmanagement.com.