Thomas Yi

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

• 11/2018 → 07/2020
  Edward Jones
  St Louis, MO
• 07/2011 → 03/2018
  Untl Capital
  New York, NY
• 07/2020 → Present
  Iht Wealth Management Llc
  Chicago, IL
• 04/2018 → 10/2018
  Retired
  Boca Raton, FL

Previous Registrations

• 2020-08-03 → 2025-12-31
  Iht Wealth Management Llc
  Boca Raton, FL
  Chicago, IL
• 2019-02-22 → 2020-07-27
  Edward Jones
  Boca Raton, FL
  St Louis, MO
  Boca Raton, FL
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-02-20