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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Chicago | IL | 06/2014 | Present |
| Iht Wealth Management Llc | Chicago | IL | 06/2014 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-09 |
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