Iht Wealth Management LLC
● SEC registered since 2014CRD 171481SEC# 801-79769Chicago, IL
Reg. AUM
$9.8B
Employees
179
Accounts
25,536
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 $9.8 billion in regulatory assets under management and employs 179 people.
Iht Wealth Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corianne Leyton Control | Chief Operations Officer | Under 5% | 2018 |
| Darla Dustin Douglas Control | Compliance Director | Under 5% | 2026 |
| Lance Devin Murray Control | Chief Compliance Officer | Under 5% | 2022 |
| Lindsey Brooke Michel Control | Principal And Compliance Director | Under 5% | 2021 |
| Matthew T Hilding Control | President | Under 5% | 2023 |
| Steven John Dudash Control | Ceo | Over 75% | 2014 |
Frequently asked questions
How much does Iht Wealth Management LLC manage?
Iht Wealth Management LLC reports $9.8 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
| Address | 123 N. Wacker Dr., Suite 2300, Chicago, IL 60606 |
| Phone | 855-295-2828 |
| Fax | 312-754-1360 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$9.8B▲ 54%
Apr '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,306 advisers
EmployeesTop 4%
More than 96% of 16,824 advisers
Assets under management
$9.8Bregulatory AUM
Discretionary $9.8BNon-discretionary $2.2M