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Iht Wealth Management LLC

● SEC registered since 2014CRD 171481SEC# 801-79769Chicago, IL
Export (members)
Reg. AUM
$6.38B
Employees
179
Accounts
23,131
Location
Chicago, IL

Iht Wealth Management LLC assets under management

Iht Wealth Management LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2014. It reports $6.4 billion in regulatory assets under management and employs 179 people.
twitter.com/ihtwealthView on SEC.gov ↗

Iht Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Corianne Leyton ControlChief Operations OfficerUnder 5%2018
Lance Devin Murray ControlChief Compliance OfficerUnder 5%2022
Lindsey Brooke Michel ControlPrincipalUnder 5%2021
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Frequently asked questions

How much does Iht Wealth Management LLC manage?

Iht Wealth Management LLC reports $6.4 billion in regulatory assets under management on its Form ADV.

How many employees does Iht Wealth Management LLC have?

Iht Wealth Management LLC reports 179 employees.

Where is Iht Wealth Management LLC located?

Iht Wealth Management LLC is based in Chicago, IL and has been SEC-registered since 2014.

Does Iht Wealth Management LLC disclose fund performance?

Iht Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
Phone855-295-2828
Fax312-754-1360
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$6.37B
Non-discretionary$1.9M
Total (RAUM)$6.38B