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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
Costa Mesa, CA • United States
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chicago | IL | 06/2014 | 04/2021 |
| Iht Wealth Management Llc | Chicago | IL | 03/2015 | Present |
| Iht Securities, Llc | Chicago | IL | 04/2021 | Present |
| Riverwalk Capital Partners | Chicago | IL | 09/2023 | Present |
1. RIverwalk Capital Partners LLC -RIA- PRINCIPAL-SINCE 09/2023 INVESTMENT RELATED 2. IHT SECURITIES - BROKER DEALER - PRINCIPAL - SINCE 04/2021 - INVESTMENT RELATED 10/29/2014 - IHT WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR - IHT WEALTH MANAGEMENT - TIME SPENT 100% - CHICAGO, IL. INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-10 |
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