Red Bank, NJ 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

331 Newman Springs Road, Suite 132

Red Bank NJ 07701

Advisors at this office

4

Advisors at this office

user avatar

Denzil D

Series 66

Red Bank, NJ

IHT Wealth Management LLC

Denzil Dias is a financial advisor at IHT Wealth Management LLC with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach and manages approximately $9.8 billion in assets through a network of about 159 advisors.

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

Ian B

Series 63

Red Bank, NJ

IHT Wealth Management LLC

Ian Baker is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 credential and 26 years of industry experience. He has worked at IHT Wealth Management since 2020 and has prior experience with Private Advisor Group, LLC, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, delivering tailored portfolios through a network of investment adviser representatives.

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

Ralph H

Series 63

Red Bank, NJ

IHT Wealth Management LLC

Ralph Hochuli is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 designation and possessing 25 years of industry experience. His career includes roles at IHT Wealth Management since 2020, Private Advisor Group, LLC from 2016 to 2020, and LPL Financial LLC since 2016. Additionally, he is a partner in Baumann, Dennis & Hochuli LLP, a CPA firm. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and tactical strategies with a network of approximately 160 advisors managing around $9.8 billion in assets.

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

Marc H

Series 66

Red Bank, NJ

IHT Wealth Management LLC

Marc Harary is a Series 66-licensed advisor with 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held roles at Private Advisor Group, LPL Financial, Harary Financial Group, and PRB Wealth Management. Harary is also involved with Harary Financial Group and PRB Wealth Management, both affiliated with LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers through a network of investment adviser representatives using a combination of fundamental and quantitative investment strategies.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
View complete list of advisors at this office
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