Inactive

Eric Daniel Hoffman

Iht Wealth Management LLC

CRD 5714047

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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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-09
IL	RA	APPROVED	2023-03-22

CA RA
APPROVED

Since 2025-09-09
IL RA
APPROVED

Since 2023-03-22

Branch Locations

Aurora, IL • 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

Organization	City	State	From	To
Morgan Stanley	Oak Brook	IL	06/2018	Present
Bank Of America	Wheaton	IL	06/2016	11/2017
Citigroup	Oak Brook	IL	01/2018	03/2018
Bmo Harris	Naperville	IL	03/2018	06/2018
Morgan Stanley Private Bank, N.A.	New York	NY	08/2018	Present

06/2018 → Present

Morgan Stanley

Oak Brook, IL
06/2016 → 11/2017

Bank Of America

Wheaton, IL
01/2018 → 03/2018

Citigroup

Oak Brook, IL
03/2018 → 06/2018

Bmo Harris

Naperville, IL
08/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2018-08-24 → 2023-03-13

Morgan Stanley

Oak Brook, IL
2011-01-14 → 2011-03-10

Waddell & Reed

Savage, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-24

S66 Uniform Combined State Law Examination

2018-08-24

Other Names

Eric D Hoffman

View on SEC IAPD

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