Anyssa Volarath Nerja

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

• 08/2014 → 06/2018
  Depaul University
  Chicago, IL
• 08/2018 → 02/2021
  Aritzia
  Oak Brook, IL
• 02/2021 → Present
  Lpl Financial Llc
  Chicago, IL

Other Businesses

1)7/2022- IHT WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- Chicago IL 2) 7/2022- Anyssa Volarath Nerja- Real Estate Rental- owner- inv related- 656-658 South St, Elgin IL 60123- start dat 4/26/22- 0hrs 3) 10/06/2022 - IHT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin - Start Date - 7/13/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide administrative support to IHT WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity in 07/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20

Other Names

• Anyssa Volarath
• Anyssa Volarath Nerja
• Anyssa Anne Volarath Nerja