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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 |
|---|---|---|---|
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-27 |
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