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IHT WEALTH MANAGEMENT LLC

Headquarter

Company Details

Entity Name: IHT WEALTH MANAGEMENT LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 23 Apr 2014
Company Number: LLC_04770498
File Number: 04770498
Type of Management: Manager Managed
Date Status Change: 18 Mar 2024
Address 123 N WACKER DR SUITE 2300, CHICAGO, 60606, IL
Place of Formation: ILLINOIS

Links between entities

Type Company Name Company Number State
Headquarter of IHT WEALTH MANAGEMENT LLC, FLORIDA M18000010846 FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1697490 123 N. WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606 123 N. WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606 3127541316

Filings since 2024-11-14

Form type 13F-HR
File number 028-17839
Filing date 2024-11-14
Reporting date 2024-09-30
File View File

Filings since 2024-08-14

Form type 13F-HR
File number 028-17839
Filing date 2024-08-14
Reporting date 2024-06-30
File View File

Filings since 2024-05-15

Form type 13F-HR
File number 028-17839
Filing date 2024-05-15
Reporting date 2024-03-31
File View File

Filings since 2024-02-14

Form type 13F-HR
File number 028-17839
Filing date 2024-02-14
Reporting date 2023-12-31
File View File

Filings since 2023-11-14

Form type 13F-HR
File number 028-17839
Filing date 2023-11-14
Reporting date 2023-09-30
File View File

Filings since 2023-08-15

Form type 13F-HR
File number 028-17839
Filing date 2023-08-15
Reporting date 2023-06-30
File View File

Filings since 2023-05-15

Form type 13F-HR
File number 028-17839
Filing date 2023-05-15
Reporting date 2023-03-31
File View File

Filings since 2023-02-15

Form type 13F-HR
File number 028-17839
Filing date 2023-02-15
Reporting date 2022-12-31
File View File

Filings since 2022-11-22

Form type 13F-HR
File number 028-17839
Filing date 2022-11-22
Reporting date 2022-09-30
File View File

Filings since 2022-08-15

Form type 13F-HR
File number 028-17839
Filing date 2022-08-15
Reporting date 2022-06-30
File View File

Filings since 2022-05-16

Form type 13F-HR
File number 028-17839
Filing date 2022-05-16
Reporting date 2022-03-31
File View File

Filings since 2022-02-14

Form type 13F-HR
File number 028-17839
Filing date 2022-02-14
Reporting date 2021-12-31
File View File

Filings since 2021-11-15

Form type 13F-HR
File number 028-17839
Filing date 2021-11-15
Reporting date 2021-09-30
File View File

Filings since 2021-08-16

Form type 13F-HR
File number 028-17839
Filing date 2021-08-16
Reporting date 2021-06-30
File View File

Filings since 2021-05-18

Form type 13F-HR
File number 028-17839
Filing date 2021-05-18
Reporting date 2021-03-31
File View File

Filings since 2021-02-17

Form type 13F-HR
File number 028-17839
Filing date 2021-02-17
Reporting date 2020-12-31
File View File

Filings since 2020-11-19

Form type 13F-HR
File number 028-17839
Filing date 2020-11-19
Reporting date 2020-09-30
File View File

Filings since 2020-08-14

Form type 13F-HR
File number 028-17839
Filing date 2020-08-14
Reporting date 2020-06-30
File View File

Filings since 2020-05-13

Form type 13F-HR
File number 028-17839
Filing date 2020-05-13
Reporting date 2020-03-31
File View File

Filings since 2020-02-18

Form type 13F-HR
File number 028-17839
Filing date 2020-02-18
Reporting date 2019-12-31
File View File

Filings since 2019-11-15

Form type 13F-HR
File number 028-17839
Filing date 2019-11-15
Reporting date 2019-09-30
File View File

Filings since 2019-08-12

Form type 13F-HR
File number 028-17839
Filing date 2019-08-12
Reporting date 2019-06-30
File View File

Filings since 2019-05-16

Form type 13F-HR
File number 028-17839
Filing date 2019-05-16
Reporting date 2019-03-31
File View File

Filings since 2019-02-15

Form type 13F-HR
File number 028-17839
Filing date 2019-02-15
Reporting date 2018-12-31
File View File

Filings since 2018-11-14

Form type 13F-HR
File number 028-17839
Filing date 2018-11-14
Reporting date 2018-09-30
File View File

Filings since 2018-08-13

Form type 13F-HR
File number 028-17839
Filing date 2018-08-13
Reporting date 2018-06-30
File View File

Filings since 2018-05-15

Form type 13F-HR
File number 028-17839
Filing date 2018-05-15
Reporting date 2018-03-31
File View File

Filings since 2018-02-14

Form type 13F-HR
File number 028-17839
Filing date 2018-02-14
Reporting date 2017-12-31
File View File

Filings since 2017-11-14

Form type 13F-HR
File number 028-17839
Filing date 2017-11-14
Reporting date 2017-09-30
File View File

Filings since 2017-08-15

Form type 13F-HR/A
File number 028-17839
Filing date 2017-08-15
Reporting date 2017-06-30
File View File

Filings since 2017-08-14

Form type 13F-HR
File number 028-17839
Filing date 2017-08-14
Reporting date 2017-06-30
File View File

Filings since 2017-05-16

Form type 13F-HR
File number 028-17839
Filing date 2017-05-16
Reporting date 2017-03-31
File View File

Filings since 2017-02-14

Form type 13F-HR
File number 028-17839
Filing date 2017-02-14
Reporting date 2016-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 465509437 2024-10-11 IHT WEALTH MANAGEMENT, LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8552952828
Plan sponsor’s address 123 NORTH WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 465509437 2023-09-28 IHT WEALTH MANAGEMENT, LLC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8552952828
Plan sponsor’s address 123 NORTH WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 465509437 2022-06-27 IHT WEALTH MANAGEMENT, LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8552952828
Plan sponsor’s address 123 NORTH WACKER DRIVE, SUITE 2300, CHICAGO, IL, 60606
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2020 465509437 2021-07-19 IHT WEALTH MANAGEMENT, LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8475014622
Plan sponsor’s address C/O CARNOW AND ASSOCIATES, LTD., 778 FRONTAGE ROAD, SUITE 101, NORTHFIELD, IL, 60093
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2019 465509437 2020-09-24 IHT WEALTH MANAGEMENT, LLC 42
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8475014622
Plan sponsor’s address C/O CARNOW AND ASSOCIATES, LTD., 778 FRONTAGE ROAD, SUITE 101, NORTHFIELD, IL, 60093

Signature of

Role Plan administrator
Date 2020-09-24
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-24
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2018 465509437 2019-03-06 IHT WEALTH MANAGEMENT, LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8475014622
Plan sponsor’s address C/O CARNOW AND ASSOCIATES, LTD., 778 FRONTAGE ROAD, SUITE 101, NORTHFIELD, IL, 60093

Signature of

Role Plan administrator
Date 2019-03-06
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-06
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
IHT WEALTH MANAGEMENT, LLC 401(K) PLAN AND TRUST 2017 465509437 2018-05-31 IHT WEALTH MANAGEMENT, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-08-15
Business code 523900
Sponsor’s telephone number 8475014622
Plan sponsor’s address 778 FRONTAGE ROAD, SUITE 101, NORTHFIELD, IL, 60093

Signature of

Role Plan administrator
Date 2018-05-29
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-29
Name of individual signing STEVEN DUDASH
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BIELSKI CHAPMAN, LTD, 123 N WACKER DR STE 2300, CHICAGO, 60606 Agent 2022-07-01

Manager

Name and Address Role Appointment Date
DUDASH, STEVEN, 123 N. WACKER DR., SUITE 2300, CHICAGO, IL, 60606 Manager 2024-03-18
LEYTON, CORIANNE, 123 N. WACKER DR., STE 2300, CHICAGO, IL, 60606 Manager 2024-03-18

Historical Names

Name Change Date
SJD PARTNERS LLC 2014-05-09

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State