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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 2015-03-06
  • IL RA
    APPROVED
    Since 2015-03-06

Branch Locations

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

1 Tower Lane Suite 1800, Oakbrook Terrace, IL 60181 • 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 Financial Chicago IL 06/2014 Present
Iht Wealth Management Llc Chicago IL 06/2014 Present
Previous Registrations
Other Businesses

1. 06/27/2014 - IHT WEALTH MANAGEMENT/ DBA ONLY/ 100%/ CHICAGO, IL 2. 10/29/2014 - IHT WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) IHT WEALTH MANAGEMENT - TIME SPENT 100% - CHICAGO, IL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-09
  • S66 Uniform Combined State Law Examination
    2014-06-09
Other Names
  • Noralee Nafiseh Ahmad
  • Noralee Nafiseh Dudash

View on SEC IAPD

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