Ralph William Sevelius

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 10/2017
  Raymond James & Associates
  Tampa, FL
• 10/2017 → 08/2020
  Raymond James & Associates, Inc.
  Wesley Chapel, FL
• 09/2020 → 03/2021
  Provise Management Group, Llc
  Clearwater, FL
• 06/2021 → Present
  Lpl Financial Llc
  Tampa, FL
• 06/2021 → Present
  Iht Wealth Management
  Tampa, FL

Previous Registrations

• 2015-12-07 → 2020-08-20
  Raymond James & Associates, Inc.
  Tampa, FL
  Wesley Chapel, FL
• 2008-01-01 → 2015-12-07
  Wells Fargo Clearing Services, Llc
  Zephyrhills, FL
  Land O'LAkes, FL
• 2007-09-11 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Zephyrhills, FL

Other Businesses

1. 06/07/2021 - Boardwalk Wealth Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2021 - 240 Hr/Mth 2. 06/07/2021 - RWS Wealth Services, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 05/21 - 16 Hr/Mth 3. 06/07/2021 - Seveliusness Ventures, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 08/2019 4. 6/17/2021 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 6/2021 - 240 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 240 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. 5. 6/18/2021 - IHT Wealth Management - DBA: (Hybrid) Boardwalk Wealth Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 6/2021 - 240 Hours Per Month/7 Hours During Securities Trading - Time Spent 90%. 6. 06/18/2026 - Coin & Compass Publishing LLC - Author - Not Investment Related - Wesley Chapel, FL - Start Date 06/17/2026 - 5 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-09-06

Designations

• Certified Financial Planner

Other Names

• Ralph William Sevelius
• Ralph William Sevelius