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IHT Wealth Management
Steven Dudash founded IHT Wealth Management in 2014 as a Chicago-based registered investment advisor. The firm advises individuals, pension and profit-sharing...
IHT Wealth Management
Steven Dudash founded IHT Wealth Management in 2014 as a Chicago-based registered investment advisor. The firm advises individuals, pension and profit-sharing plans, charitable organizations, and trusts, with its Form ADV reflecting a concentrated orientation toward secondary-market transactions. IHT's stated strategy centers on secondaries — acquiring existing investor commitments in private funds or direct portfolios. The firm's client base spans retirement plan sponsors and nonprofit entities, a mix that often demands liquidity solutions and bespoke exit paths. IHT's public filings confirm it provides financial planning, retirement analysis, and discretionary portfolio management. Geographic reach is domestic, serving clients from its Illinois base. The firm operates as a boutique with a lean structure typical of an RIA built around a founder-led practice. Steven Dudash remains the named principal. IHT's regulatory disclosures do not list separate institutional vehicles, philanthropic foundations, or co-investment clubs, suggesting the advisory business is tightly contained. The firm's Form ADV has been on file with the SEC since inception. IHT stands apart for its singular focus on secondaries within a retail-adjacent RIA wrapper — most secondary specialists operate as institutional fund managers, not as advisors to individuals and retirement plans. That hybrid posture places the firm at a rarely occupied intersection of wealth management and secondary-market execution.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Braintree, MA, United States
Principals
Steven Dudash
President and Founder
Sector focus
Frequently asked questions
What is IHT Wealth Management's core investment strategy?
IHT concentrates on secondary-market transactions — buying existing investor positions in private funds or direct portfolios. This focus appears in the firm's regulatory filings and distinguishes it from most registered investment advisors, who typically emphasize primary fund commitments or public-market allocations.
Who runs investment decisions at IHT?
Steven Dudash, founder and president, is the named principal on the firm's Form ADV. IHT's regulatory disclosures do not list a separate investment committee or additional portfolio managers, suggesting a founder-led decision-making structure.
Does IHT serve institutional investors or only individuals?
IHT's client base spans individuals, pension and profit-sharing plans, charitable organizations, and trusts. This mix includes both retail and institutional-adjacent clients, though the firm's RIA structure and secondary-market strategy attract distinct profiles from typical institutional allocators.
Is IHT structured as a family office or a traditional wealth manager?
Neither. IHT is a registered investment advisor that blends elements of both — it offers financial planning and portfolio management like a wealth manager, but its core strategy of secondaries is more commonly found in institutional fund managers. The firm is not a family office.
What investment stages or asset classes does IHT target?
IHT's documented focus is secondaries, meaning it acquires existing positions rather than making primary commitments. The underlying assets in those secondary transactions are not publicly detailed by the firm, though the strategy often spans private equity, venture capital, and real asset fund interests.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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