Nicole R Meihofer

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

• 09/2014 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2018 → 12/2018
  Fort Point Capital Partners, Llc
  San Francisco, CA
• 11/2018 → 12/2020
  Annie & Oliver, Llc
  Chicago, IL
• 11/2020 → Present
  Aurelien Capital Partners Llc
  Chicago, IL
• 03/2025 → Present
  Iht Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2020-12-09 → 2025-05-09
  Aurelien Capital Partners
  Chicago, IL
• 2019-01-02 → 2020-12-31
  A&O Advisors
  Chicago, IL
• 2018-01-22 → 2018-12-31
  Fort Point Capital Partners Llc
  Chicago, IL
  San Francisco, CA
• 2015-02-02 → 2018-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Other Businesses

INSURANCE AGENT; 2 HOURS PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2015-01-30

Other Names

• Nicole Meihofer