$9.8B Total AUM
$9.8B Disc. AUM
24.0% 3Y CAGR
179 Employees
25,862 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Unison ridge
- Established Date
- 05-28-2014
- Office Locations
- 78
Office Locations
1 Tower Lane Suite 1700 Oakbrook Terrace IL
100 Park Avenue - Suite 1600 , NY 10017 PH NEW York NY
1000 Ainsworth Drive Suite 130 Prescott AZ
About IHT Wealth Management LLC
IHT Wealth Management, LLC is a Chicago-based registered investment advisor providing investment advisory and financial planning services for retail and institutional clients. The firm supports portfolio construction and asset allocation across mutual funds and ETFs, with fixed income and alternative strategies also in scope. Custody relationships include Charles Schwab, and the practice uses platforms such as Orion and eMoney.
Team overview
45 AVG AGE
$64.1M AVG AUM / ADVISOR
$379.0K AVG AUM / CLIENT
5.7 yrs AVG TENURE
179 Employees
153 Advisory Reps
105 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Catalyst timber Matrix Glacier Frontier ridge Capital Quantum Beacon Optima prime
Custodian
Quantum Delta Atlas Glacier Vector Atlas Beacon
Investment Themes
Prime prime Insight Matrix
Investment Vehicles
Fusion Glacier radial
Platform
Prime Legacy fusion
Services
Eagle ember Insight Momentum Beacon Summit Legacy Matrix radial Element momentum Element
Technology
Radial
Owner & Executives
S
STEVEN JOHN DUDASH
Chief Executive Officer
- CRD
- #3236757
- Ownership
- 75% or more
(953) 635-1219
summit.radial@pioneercapital.com
in linkedin.com/in/optima-alpha
DARLA DUSTIN DOUGLAS
COMPLIANCE DIRECTOR
- CRD
- #5484921
- Ownership
- Less than 5%
(363) 725-8097
momentum.north@primecapital.com
in linkedin.com/in/alpha-pioneer
E
Eagle legacy
Foundation zenith meridian
- CRD
- #52632
- Ownership
- 38.1%
(235) 696-7554
crest.glacier@vertexcapital.com
in linkedin.com/in/north-foundation
Showing 2 of 6 owners & executives
Unlock allContacts
F
FRANK ACOSTA
--
- CRD
- #2084737
(430) 324-1455
north.momentum@optimacapital.com
in linkedin.com/in/insight-catalyst
K
KIRA LYN ADUDDELL
--
- CRD
- #2218406
(402) 672-5433
delta.delta@vitalcapital.com
in linkedin.com/in/pioneer-timber
D
Delta quantum
Oak vertex beacon
- CRD
- #47866
(664) 365-3269
peak.matrix@quantumcapital.com
in linkedin.com/in/vertex-bridge
Showing 2 of 160 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,799,518,954 | $383,798 |
| Non-Discretionary | $2,232,573 | $744,191 |
| Total | $9,801,751,527 | $383,841 |
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Separately Managed Accounts
Total SMA Asset: $9,801,751,527
Public Funds:
17.4% Equity - Exchange:
10.3% Cash:
27.4% Other:
5.5% Municipal Bonds:
5.4% Corporate - Investment Grade:
24.8% U.S. Government/Agency:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $109,746,905 | 17.4% |
| Equity - Exchange | $64,965,122 | 10.3% |
| Cash | $172,819,839 | 27.4% |
| Other | $34,690,114 | 5.5% |
| Municipal Bonds | $34,059,384 | 5.4% |
| Corporate - Investment Grade | $156,420,876 | 24.8% |
| U.S. Government/Agency | $58,027,099 | 9.2% |
| Total | $630,729,339 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT SIGNAL FUSION | CAPITAL VERTEX | 8JGQ2ZJ1I | BANOI | 4.47% | $32,794,022 |
| BEACON RIDGE OPTIMA | VECTOR PATHWAY | I2HJUCJSH | HBC | 8.10% | $119,521,133 |
| FRONTIER MERIDIAN HARBOR | BRIDGE SIGNAL | FCO4KJM9W | KBWSG | 1.38% | $62,928,666 |
| FOUNDATION QUANTUM EMBER | EMBER FUSION | FUTLIYCMO | LSXPD | 7.46% | $57,261,700 |
| SIGNAL QUANTUM | ZENITH QUANTUM | 2EWMMSLYC | YWZ | 2.28% | $85,692,222 |
| ATLAS CREST ALPHA | QUANTUM CREST | BAF4D4I45 | MRW | 4.07% | $101,695,790 |
| HORIZON ALPHA | MATRIX PRIME | 13TUF3PMO | MDVXT | 1.89% | $24,510,287 |
| OPTIMA FUSION WAVE | HARBOR SIGNAL | F9R0S5RYK | OGB | 4.40% | $30,422,719 |