Iht Wealth Management LLC

Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $4,820,462,755 in 20,120 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,820
    MILLION
  • Total Number of Accounts
    20,120
    ACCOUNTS
  • Average Account Value
    $239,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Iht Wealth Management LLC
Showing 91 - 100 of 140 top financial advisors.
91
Debra A. Schulz
CRD#: 4156798
1707 North Randall Road, Suite 200, Elgin, IL 60123

Debra Schulz (CRD# 4156798) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 20 years of experience in the finance industry.

92
Ralph W. Sevelius
CRD#: 5373174
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Ralph Sevelius (CRD# 5373174) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 16 years of experience in the finance industry.

93
Chad C. Sewell
CRD#: 5505762
6909 W Ray Rd Building 15, Suite 141, Chandler, AZ 85226

Chad Sewell (CRD# 5505762) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chandler, AZ and has over 15 years of experience in the finance industry.

94
James C. Sexton
CRD#: 5747666
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

James Sexton (CRD# 5747666) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 14 years of experience in the finance industry.

95
Drent J. Shields
CRD#: 4201289
1707 N. Randall Road, Suite 200, Elgin, IL 60123

Drent Shields (CRD# 4201289) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 7 years of experience in the finance industry.

96
Veronica J. Smith
CRD#: 6841151
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Veronica Smith (CRD# 6841151) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 5 years of experience in the finance industry.

97
Mike C. Spencer
CRD#: 2194381
117 South Main Street, El Dorado, KS 67042

Mike Spencer (CRD# 2194381) is an Investment Advisor Representative working at Iht Wealth Management LLC in El Dorado, KS and has over 32 years of experience in the finance industry.

98
Scott J. Staley
CRD#: 4674798
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Scott Staley (CRD# 4674798) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 20 years of experience in the finance industry.

99
Cathleen N. Stevens
CRD#: 2394642
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Cathleen Stevens (CRD# 2394642) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 30 years of experience in the finance industry.

100
John M. Stoken
CRD#: 2375044
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

John Stoken (CRD# 2375044) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 20 years of experience in the finance industry.

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