# IHT Wealth Management

IHT Wealth Management is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Braintree, MA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** ihtwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/iht-wealth-management

## Regulatory record

- **CRD number:** 171481
- **SEC file number:** 801-79769
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171481

## About

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. 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.

## Sectors

- Secondaries & Special Situations

## People

- Steven Dudash — President and Founder

## Questions

### 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.

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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