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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-31 |
| IL | RA | APPROVED | 2014-07-01 |
Branch Locations
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chicago | IL | 06/2014 | Present |
| Iht Wealth Management Llc | Chicago | IL | 06/2014 | Present |
1. 06/27/2014 - IHT WEALTH MANAGEMENT/ DBA ONLY/ 80%/ CHICAGO, IL 2. 07/09/2014 -IHT WEALTH MANAGEMENT - REGISTERED INVESTMENT ADVISOR - (HYBRID) IHT WEALTH MANAGEMENT - FEE BASED INVESTMENT ACCOUNTS - TIME SPENT 20% - CHICAGO, IL 3. 6/10/2020 - No Business Name - Investment Related - Naples, FL 34108 - Real Estate Rental - Started 06/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Rent out a property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-28 |
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