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Alexander Blashewski

Iht Wealth Management LLC

Skokie, IL

Chicago, IL

CRD 6129247

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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:

Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-26
  • IL RA
    APPROVED
    Since 2022-07-26

Branch Locations

4711 Golf Road Ste. 705, Skokie, IL 60642 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Finanacial Llc Skokie IL 10/2012 01/2022
Lpl Financial Llc Skokie IL 01/2022 Present
Iht Wealth Management Skokie IL 10/2017 Present
  • 10/2012 → 01/2022
    Lpl Finanacial Llc
    Skokie, IL
  • 01/2022 → Present
    Lpl Financial Llc
    Skokie, IL
  • 10/2017 → Present
    Iht Wealth Management
    Skokie, IL
Other Businesses

1) 1/25/2022 - KMG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 04/12/2022 - IHT Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 12/16/2021 - 80 Hours Per Month/ 8 Hours During Securities Trading - 50% - I provide administrative support to IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 80 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 and independent of LPL Financial. 3) 11/08/2024 - KMG Accounting- Investment Related- At Reported Business Location(s)- Tax Prep/Accounting/CPA- Start Date 07/21/2022- 10 Hours Per Month/ 0 Hours During Securities Trading 4) 03/11/2025 - Prescient CPA - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:03/15/2025 - 5 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-27
  • S66 Uniform Combined State Law Examination
    2022-04-27
Other Names
  • Alex Blashewski

View on SEC IAPD

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