Manhattan, KS Office

Team
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IHT Wealth Management LLC logo

IHT Wealth Management LLC

Multi-team

Firm-wide stats for IHT Wealth Management LLC

Total advisors

160

Across 65 offices

Clients per advisor

157 Very High

Avg AUM per client

$282,075 Very Low

HNW client ratio

28% High

About

IHT Wealth Management serves individuals (including high‑net‑worth clients), corporate and institutional entities, and retirement plan sponsors. The firm provides discretionary asset management, financial planning, ERISA plan consulting (predominantly non‑discretionary 3(21) services), outsourced CIO (OCIO) arrangements, wrap‑fee portfolio management, and access to third‑party managers and custodial program platforms.

IHT delivers advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives, risk tolerances and tax circumstances using proprietary model portfolios, third‑party managers and discretionary OCIO mandates. Its investment process combines fundamental value screening (e.g., book value, cash flow, leverage), quantitative optimization, and periodic rebalancing, and may employ tax‑lot harvesting, covered‑call option strategies, and limited derivative or leverage usage where appropriate.

What distinguishes IHT from many peers is its participation in broker‑dealer activity and related dual‑registrations: the firm has an affiliated FINRA‑registered broker‑dealer and some professionals are registered representatives of other broker‑dealers, a structure the brochure discloses as creating potential conflicts around product and custody recommendations. IHT is also affiliated with a private‑fund sponsor that offers SPVs and participates in collateralized loan programs, so prospective clients should review disclosures about affiliated investment opportunities, concentration and liquidity characteristics; the firm manages approximately $9.8 billion in assets through a network of about 159 advisors.

Based on IHT Wealth Management LLC

Expertise

Concentrated stock management Options & derivatives strategies Tax-loss harvesting

Based on IHT Wealth Management LLC

Occupation focus

Founder/Business Owner

Based on IHT Wealth Management LLC

Location

1213 Hylton Heights Road Suite 109

Manhattan KS 66502

Advisors at this office

4

Advisors at this office

user avatar

Preston K

Series 66

Manhattan, KS

IHT Wealth Management LLC

Preston Klick is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, and WCG Wealth Advisors. Outside of advisory work, Klick is a Notary Public. IHT Wealth Management serves a diverse client base including individuals, pension plans, and charitable organizations, offering services such as discretionary asset management and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified portfolios, alongside proprietary programs and algorithmic options through LPL’s Guided Wealth Portfolios.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar

Aaron W

Series 63, Series 65

Manhattan, KS

IHT Wealth Management LLC

Aaron Windhorst is a financial advisor at IHT Wealth Management LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, WCG Wealth Advisors, and V Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing across proprietary and third-party strategies.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar

Christopher K

Series 63, Series 66

Manhattan, KS

IHT Wealth Management LLC

Christopher Klick is a financial advisor at IHT Wealth Management LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including WCG Wealth Advisors, V Wealth Management, and LPL Financial. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening with quantitative optimization and other strategies to tailor portfolios to client objectives through a network of investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar

Clinton S

CFP®, Series 66

Manhattan, KS

IHT Wealth Management LLC

Clinton Sandmann is a CFP® with 18 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC. His prior roles include positions at WCG Wealth Advisors, LLC, V Wealth Management, LLC, and Edward Jones. Sandmann is also involved in entrepreneurial ventures related to investment advisory and insurance services through separate business entities. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening and quantitative optimization in portfolio management and operates a network of approximately 160 advisors managing about $9.8 billion in assets.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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