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- Custodian
- Charles Schwab & Company · LPL Financial · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-28-2014
- Office Locations
- 87
Office Locations
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.
Reported data analysis
What the numbers show
Between June 12, 2025 and March 31, 2026, reported AUM increased 53.7%, from $6.4B to $9.8B.
Across 5 reported observations, AUM increased 116.1% between August 11, 2022 and March 31, 2026, from $4.5B to $9.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 153 advisory representatives and 25,862 clients, or 169 clients per representative. That equates to $379.0K in reported AUM per client.
The profile lists 87 reported office locations and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full IHT Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN JOHN DUDASH
Chief Executive Officer
- CRD
- #3236757
- Ownership
- 75% or more
DARLA DUSTIN DOUGLAS
COMPLIANCE DIRECTOR
- CRD
- #5484921
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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FRANK ACOSTA
Private Wealth Manager
- CRD
- #2084737
KIRA LYN ADUDDELL
--
- CRD
- #2218406
Showing 2 of 161 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
IHT Wealth Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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IHT Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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