$1B AUM | $9MM GDC in
Chicago, IL

IHT Wealth Management. Ryan Wittig: ___-___-____ ___
IHT Wealth Management. Steven Dudash, ___-___-____. ___

IHT Wealth Management is a rapidly growing practice headed by Steven Dudash and is also an Independent Hybrid RIA. IHT is growing both through taking on new Advisors who want to grow their businesses, and through the integration or purchase of large and small advising practices.

For growing Advisors: IHT can offer many advantages.

1.)Growth: IHT offers a more flexible independent RIA platform and financial support for Advisors who are looking to grow their books and acquire other books. IHT aims to help its Advisors grow their books both through organic means and through the strategic acquisition of other practices.
2.)Payouts: IHT generally provides Advisors with better payouts on their assets than the traditional Wirehouses and also provides them additional flexibility
3.) Support: IHT works with Advisors to provide the back office support and compliance oversight they need to run their offices efficiently and focus their time where it needs to be focused; on their business and on their clients!

For Advisors Looking for Succession Plans: IHT is actively seeking to purchase books and grow the practice.

1. Capacity: IHT is large and growing; capacity is such that IHT can absorb large practices with several hundred million in assets under management.
2. Pricing: IHT generally offers better valuations for your book of business than traditional wirehouses. Talk to us to find out what we can offer.
3. Flexibility: IHT can work out a transition and retirement plan for you that works with your schedule regardless of whether you want to retire in the near term or somewhere down the line.
4. Experience: IHT has experience purchasing books, transitioning clients and advisors, and financing the acquisitions.

Contact us to find out what IHT can do for you and your clients!