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Asset/Investment Management
ihtwealthmanagement.com

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Portfolio Exits

1

About IHT Wealth Management

IHT Wealth Management provides the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families.

IHT Wealth Management Headquarter Location

123 N. Wacker Drive Suite 2300

Chicago, Illinois, 60606,

United States

855-295-2828

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Latest IHT Wealth Management News

J.P. Morgan Private Bank adviser joins LPL-affiliated hybrid

Sep 23, 2019

Kurt Yndestad, with $200 million in assets, is jumping to IHT Wealth Management Sep 23, 2019 @ 4:38 pm In a statement, he credited the move to being able to serve clients more strategically. "Having access to [LPL and IHT's] wealth management platform and additional capabilities will allow me to provide customized advice suited to my clients," Mr. Yndestad said. Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

IHT Wealth Management Portfolio Exits

1 Portfolio Exit

IHT Wealth Management has 1 portfolio exit. Their latest portfolio exit was U.S. Wealth Management on May 11, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

5/11/2021

Acquired - II

3

Date

5/11/2021

Exit

Acquired - II

Companies

Valuation

Acquirer

Sources

3

IHT Wealth Management Acquisitions

1 Acquisition

IHT Wealth Management acquired 1 company. Their latest acquisition was U.S. Wealth Management on December 21, 2016.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

12/21/2016

Acquired

$991

Acquired

2

Date

12/21/2016

Investment Stage

Acquired

Companies

Valuation

$991

Total Funding

Note

Acquired

Sources

2

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