Iht Wealth Management Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 171481
· SEC file 801-79769
· Chicago, IL
· twitter.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $9.8B
- Discretionary
- $9.8B
- Clients
- 25,536
- Avg AUM / client
- $384K
- Accounts
- 25,536
- Employees
- 179
AUM over time
$0
$9.8B
May 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18,144 | $1.3B | 13.6% |
| High net worth individuals | 6,952 | $5.7B | 58.6% |
| Charitable organizations | 93 | $22.2M | 0.23% |
| Corporations and other businesses | 112 | $118M | 1.2% |
| Other | 235 | $2.6B | 26.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ad Astra Information Systems, L.L.C. 401(k) Plan Ad Astra Information Systems, L.L.C. | 2024 | |
| American Commercial Bank & Trust, National Association Employees' Esop & 401(k) Plan American Commercial Bank & Trust, National Association | 2024 | |
| Prestige Employee Administrators Retirement Savings Plan Prestige Employee Administrators, Inc. | 2024 | |
| G & S Motor Equipment Co., Inc. Profit Sharing Plan G & S Motor Equipment Co., Inc. | 2024 | |
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| Crg Corporation 401(k) Plan Crg Corporation | 2024 | |
| Open Pep Plan Professionals, Llc | 2024 |
People (161)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven John Dudash | Ceo | May 2014 (12y) | 75% or more | |
| Corianne Leyton | Chief Operations Officer | May 2018 (8y) | Less than 5% | |
| Lindsey Brooke Michel | Principal | Jan 2021 (6y) | Less than 5% | |
| Murray, Lance, Devin | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Orlando Ochoa | Registered representative | Jul 2014 (12y) | ||
| Peter Arboleda | Registered representative | Jul 2014 (12y) | ||
| Ryan Tharp Wittig | Registered representative | Jul 2014 (12y) | ||
| Scott Josef Staley | Registered representative | Jul 2014 (12y) | ||
| Thomas Michael Brdecka | Registered representative | Feb 2015 (11y) | ||
| Matthew James Zivick | Registered representative | Mar 2015 (11y) | ||
| Nora Dudash | Registered representative | Mar 2015 (11y) | ||
| Jose Eduardo Hauad | Registered representative | Jul 2015 (11y) | ||
| Jeffrey A Kocis | Registered representative | Dec 2015 (11y) | ||
| John P Kinsella | Registered representative | Dec 2015 (11y) | ||
| Michael Scott Glavin | Registered representative | May 2016 (10y) | ||
| Edilberto Calalang Ortiz | Registered representative | Jul 2016 (10y) | ||
| Catarina Edwards | Registered representative | Oct 2016 (10y) | ||
| Thomas Junior Ireland | Registered representative | Dec 2016 (10y) | ||
| Randall Benjamin Cohen | Registered representative | Mar 2017 (9y) | ||
| Emil F Mokhtarian | Registered representative | CFP | Apr 2017 (9y) | |
| David Dana Stone | Registered representative | May 2017 (9y) | ||
| Daniel Scott Riesmeyer | Registered representative | CFP | Oct 2017 (9y) | |
| Jim Koliatsis | Registered representative | CFP | Oct 2017 (9y) | |
| Ryan William Mccain | Registered representative | CFP | Oct 2017 (9y) | |
| Gregory Scott Tong | Registered representative | Oct 2017 (9y) | ||
| Bryan Jared Hays | Registered representative | Oct 2017 (9y) | ||
| David Todd Wernli | Registered representative | Oct 2017 (9y) | ||
| Derick Wayne Walters | Registered representative | CFP | Oct 2017 (9y) | |
| Donald Russell Morse | Registered representative | Oct 2017 (9y) | ||
| James Christopher Sexton | Registered representative | Oct 2017 (9y) | ||
| Jeannine T. Edmonds | Registered representative | CFP | Oct 2017 (9y) | |
| Michael Allen Osborne | Registered representative | Oct 2017 (9y) | ||
| Michael Gene Russell | Registered representative | Oct 2017 (9y) | ||
| Paul Eugene Ward | Registered representative | Oct 2017 (9y) | ||
| Thomas A. Cavaliere | Registered representative | Oct 2017 (9y) | ||
| Jacob Randall Cohan Cummings | Registered representative | Nov 2017 (9y) | ||
| Lance Eric Gorsuch | Registered representative | Nov 2017 (9y) | ||
| Gregory Dale Eicher | Registered representative | Dec 2017 (9y) | ||
| Mike C Spencer | Registered representative | Feb 2018 (8y) | ||
| Shireen Elizabeth Daniels | Registered representative | CFP | Jul 2018 (8y) | |
| Chad Carter Sewell | Registered representative | CFP | Sep 2018 (8y) | |
| Felipe Medina | Registered representative | CFP | Sep 2018 (8y) | |
| Dario Kerkez | Registered representative | Sep 2018 (8y) | ||
| Debra Ann Nadeau | Registered representative | Sep 2018 (8y) | ||
| Dominic Allan Nadeau | Registered representative | Sep 2018 (8y) | ||
| Karim Poonawala | Registered representative | CFP | Oct 2018 (8y) | |
| Perry Wayne Nafziger | Registered representative | Jan 2019 (8y) | ||
| Kyriacos Anthony Antoniadis | Registered representative | Jan 2019 (8y) | ||
| David Glen Dewitt | Registered representative | Feb 2019 (7y) | ||
| Waldo Julio Zayas | Registered representative | Feb 2019 (7y) | ||
| Francisco Xavier Diaz | Registered representative | Feb 2019 (7y) | ||
| Michael Charles Mccord | Registered representative | CFP | Mar 2019 (7y) | |
| Randall Scott Powell | Registered representative | Mar 2019 (7y) | ||
| Brennan Michael Hollenbeck | Registered representative | CFP | Mar 2019 (7y) | |
| Debra Ann Schulz | Registered representative | Mar 2019 (7y) | ||
| Kathleen H Hosty | Registered representative | CFP | Mar 2019 (7y) | |
| Susan Marie Garbarino | Registered representative | CFP | Mar 2019 (7y) | |
| Keith Allan Svendby | Registered representative | Apr 2019 (7y) | ||
| Cathleen Nash Stevens | Registered representative | CFP | May 2019 (7y) | |
| Sally Ann Wolfe | Registered representative | May 2019 (7y) | ||
| Kristin Anne Johnson | Registered representative | May 2019 (7y) | ||
| Christopher Douglas Davidson | Registered representative | CFP | May 2019 (7y) | |
| Cain Benjamin Kobert | Registered representative | CFP | Jun 2019 (7y) | |
| David Jon Pocs | Registered representative | Jun 2019 (7y) | ||
| Lauren Brian Housel | Registered representative | Sep 2019 (7y) | ||
| Kurt Frederick Yndestad | Registered representative | Sep 2019 (7y) | ||
| Justine Nicole Ochoa | Registered representative | Sep 2019 (7y) | ||
| Yussef M Gheriani | Registered representative | Oct 2019 (7y) | ||
| Jeffrey R. St John | Registered representative | Nov 2019 (7y) | ||
| William Reid Campbell | Registered representative | Dec 2019 (7y) | ||
| Frank Acosta | Registered representative | Dec 2019 (7y) | ||
| Ruth Lorraine Forehand | Registered representative | CFP | Jan 2020 (7y) | |
| Ryan Wayne Weyrauch | Registered representative | Jan 2020 (7y) | ||
| Michael William Lutz | Registered representative | Feb 2020 (6y) | ||
| Maria Ursu Roman | Registered representative | CFP | Feb 2020 (6y) | |
| Brian J Gaffney | Registered representative | Jun 2020 (6y) | ||
| Jeff Kent Ross | Registered representative | Chartered Financial Consultant | Jul 2020 (6y) | |
| Brian Patrick Erickson | Registered representative | Nov 2020 (6y) | ||
| Paul Howard Etra | Registered representative | Dec 2020 (6y) | ||
| Alona Weissberg Anspach | Registered representative | CFP | Dec 2020 (6y) | |
| Jay Norman Warren | Registered representative | Dec 2020 (6y) | ||
| Timothy Thomas Feldheim | Registered representative | Dec 2020 (6y) | ||
| Peter Marshall Hass | Registered representative | CFP | Dec 2020 (6y) | |
| Andrew Thomas Tipton | Registered representative | CFP | Jan 2021 (6y) | |
| Alex William Helms | Registered representative | Feb 2021 (5y) | ||
| Denzil Dias | Registered representative | Feb 2021 (5y) | ||
| Marc Charles Harary | Registered representative | Feb 2021 (5y) | ||
| Ralph John Hochuli | Registered representative | Feb 2021 (5y) | ||
| Ian Stuart Baker | Registered representative | Mar 2021 (5y) | ||
| Suzana Bogoevska | Registered representative | CFP CFA | Apr 2021 (5y) | |
| Daniel Reuben Nessim | Registered representative | Jul 2021 (5y) | ||
| Ryan Mitchell Hook | Registered representative | Jul 2021 (5y) | ||
| Giuseppe Savino | Registered representative | Jul 2021 (5y) | ||
| Veronica Jo Smith | Registered representative | CFP | Aug 2021 (5y) | |
| Joseph William Davis | Registered representative | CFP | Aug 2021 (5y) | |
| Mary Alice Mulcrone | Registered representative | Sep 2021 (5y) | ||
| Randall Reed Johnson | Registered representative | Oct 2021 (5y) | ||
| John Allen Rossitto | Registered representative | CFP Chartered Financial Consultant | Dec 2021 (5y) | |
| Adrien Brand | Registered representative | Jan 2022 (5y) | ||
| David Rafael Smith | Registered representative | CFP | Mar 2022 (4y) | |
| Ryan Henry Dewitt | Registered representative | May 2022 (4y) | ||
| Alexander Blashewski | Registered representative | Jul 2022 (4y) | ||
| Brian Falls | Registered representative | Oct 2022 (4y) | ||
| Anton Kyriacos Antoniadis | Registered representative | Dec 2022 (4y) | ||
| Chandler Eugene Kirkhart | Registered representative | Jan 2023 (4y) | ||
| David Ryan Bakker | Registered representative | Jan 2023 (4y) | ||
| Timothy Michael Pitera | Registered representative | Jan 2023 (4y) | ||
| Eric Daniel Hoffman | Registered representative | Mar 2023 (3y) | ||
| David Bradley Hooks | Registered representative | CFP | Jun 2023 (3y) | |
| Rob Buchdahl Bacharach | Registered representative | CFP | Jul 2023 (3y) | |
| Ian Joseph Weiss | Registered representative | Nov 2023 (3y) | ||
| Adam Christopher Mason | Registered representative | Jan 2024 (3y) | ||
| Samuel George Rouman | Registered representative | CFP Chartered Financial Consultant | Jan 2024 (3y) | |
| Kira Lyn Aduddell | Registered representative | Mar 2024 (2y) | ||
| Jared Thomas Ireland | Registered representative | Mar 2024 (2y) | ||
| Michael Masalehdani | Registered representative | May 2024 (2y) | ||
| Christopher M. Gongola | Registered representative | May 2024 (2y) | ||
| Christian Mark Harris | Registered representative | CFP | Jun 2024 (2y) | |
| Christopher Samuel Handlee | Registered representative | Jul 2024 (2y) | ||
| Matthew T Hilding | Registered representative | Jul 2024 (2y) | ||
| Colin Edward Cheaney | Registered representative | CFA | Jul 2024 (2y) | |
| Brittany K Shiflett | Registered representative | Jul 2024 (2y) | ||
| Aaron David Windhorst | Registered representative | Oct 2024 (2y) | ||
| Christopher Lee Klick | Registered representative | Oct 2024 (2y) | ||
| Clinton Wade Sandmann | Registered representative | CFP | Oct 2024 (2y) | |
| Preston Lynn Klick | Registered representative | Oct 2024 (2y) | ||
| Elliott Arthur Vaughn | Registered representative | CFP | Dec 2024 (2y) | |
| Christopher M Deacy | Registered representative | CFP | Dec 2024 (2y) | |
| Jake Thomas Burke | Registered representative | Dec 2024 (2y) | ||
| Daniel Peter Pappas | Registered representative | CFP | Jan 2025 (2y) | |
| Jarrod William Rutledge | Registered representative | CFP | Jan 2025 (2y) | |
| Ryan Peeler | Registered representative | Jan 2025 (2y) | ||
| Jorge Israel Blanco | Registered representative | CFP | Jan 2025 (2y) | |
| Ernest Altman Commins | Registered representative | CFP | Jan 2025 (2y) | |
| Paul Brent Simmons | Registered representative | Feb 2025 (1y) | ||
| Benjamin Christian Storm | Registered representative | Feb 2025 (1y) | ||
| Nicole R Meihofer | Registered representative | Mar 2025 (1y) | ||
| Keith Richard Hamann | Registered representative | Apr 2025 (1y) | ||
| Nikki Danyel Walton | Registered representative | Apr 2025 (1y) | ||
| Theodore Jay Jones | Registered representative | CFP | May 2025 (1y) | |
| Alexandra Michelle Herbert | Registered representative | Aug 2025 (1y) | ||
| Erica Martee Tipton | Registered representative | Aug 2025 (1y) | ||
| Michael David Sullivan | Registered representative | Nov 2025 (1y) | ||
| Barret Roosa | Registered representative | Jan 2026 (1y) | ||
| Caleb John Cetina | Registered representative | Jan 2026 (1y) | ||
| Ernest Paul Carrera | Registered representative | Feb 2026 (0y) | ||
| Ian Crowley | Registered representative | Feb 2026 (0y) | ||
| Edwin Singh Gill | Registered representative | Feb 2026 (0y) | ||
| Michael Philip Jensen | Registered representative | Feb 2026 (0y) | ||
| Torrey Harris | Registered representative | Feb 2026 (0y) | ||
| Kendrick Colton Webb | Registered representative | Mar 2026 (0y) | ||
| Thomas Yi | Registered representative | Mar 2026 (0y) | ||
| Ralph William Sevelius | Registered representative | CFP | Mar 2026 (0y) | |
| Darla Dustin Douglas | Registered representative | Mar 2026 (0y) | ||
| Donna Lee Curtis | Registered representative | Apr 2026 (0y) | ||
| John V. Boryk | Registered representative | CFP | Apr 2026 (0y) | |
| Alan Jeffrey Nerad | Registered representative | Jun 2026 (0y) | ||
| John L Sullivan | Registered representative | Jun 2026 (0y) | ||
| Jaxon D Hyatt | Registered representative | Jun 2026 (0y) | ||
| Charles Fletcher Okelley | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Philip Glenn Sherman | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ad Astra Information Systems, L.L.C. 401(k) Plan | Ad Astra Information Systems, L.L.C. | 116 | $17.1M | 01/01/2024 |
| American Commercial Bank & Trust, National Association Employees' Esop & 401(k) Plan | American Commercial Bank & Trust, National Association | 149 | $23.7M | 01/01/2024 |
| Prestige Employee Administrators Retirement Savings Plan | Prestige Employee Administrators, Inc. | 10,980 | $558M | 01/01/2024 |
| G & S Motor Equipment Co., Inc. Profit Sharing Plan | G & S Motor Equipment Co., Inc. | 121 | $13.8M | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Crg Corporation 401(k) Plan | Crg Corporation | 196 | $6.4M | 01/01/2024 |
| Open Pep | Plan Professionals, Llc | 18,762 | $355M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FINANCIAL PLANNING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $3.3B (34% of AUM) Mar 2026
- Fidelity Brokerage Services $390M (11% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗