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Iht Wealth Management LLC CRD 171481
$9.80B regulatory AUM 326 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-30 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
3410 Henderson Blvd Suite 200, Tampa, FL 33609 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-24 |
Branch Locations
3410 Henderson Blvd Ste 200, Tampa, FL 33609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clearwater | FL | 01/2007 | 03/2017 |
| Lpl Financial, Llc | Tampa | FL | 03/2017 | Present |
| Flaharty Asset Management, Llc | Clearwater | FL | 03/2017 | 05/2019 |
| Iht Wealth Management Llc | Tampa | FL | 05/2019 | Present |
1. 3/8/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/01/2013 - Time Spent 1% - Fixed insurance. 2. 12/13/2017 - Davidson Wealth Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity for Tax/Investment Purposes Only - 0 Hours Per Month - Non securities entity for tax purposes only. 3. 6/5/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/24/2019 - 120 Hours Per Month/90 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/20/2019 - SBG, Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 06/06/2019 - 2 Hours Per Month/0 Hours During Securities Trading. 5. 11/11/2019 - MRW Financial Brokerage - Investment related - At reported business location(s) - Non-Variable Insurance - start date:11/12/2019 - 3 hrs/mo - 0 hrs during trading. 6. 12/5/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Tampa, FL - Real Estate Rental - Started 01/15/2020 - 5 Hours Per Month During Securities Trading - Buying a new home and renting out our current primary residence 7. 3/5/2021 - WORK FORCE FINANCIAL, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/14/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 8. 02/24/2022 - No Business Name - Investment Related - Clearwater, FL 33762 - Real Estate Rental - Start Date: 02/25/2022 - 3 Hours Per Month/0 Hours During Securities Trading - Renting out a condominium. 9. 05/20/2024 - One Day Financial Services LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/28/2024 - 1 Hour Per Month/ 0 Hours During Trading 10. 01/15/2025- Pinnacle Insurance and Financial Services- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/14/2025- 2 Hours Per Month 11. 04/03/2025 - IHT WEALTH MANAGEMENT LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 02/24/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 12. 04/13/2026 - ThriveLife 360 - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-19 |
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