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).

Current Firm Details
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
https://www.facebook.com/ihtwealthmanagement
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 51 - 60 of 141 top financial advisors.
51
Alex Helms, financial advisor Chicago IL
Alex W. Helms
CRD#: 6579380
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Alex Helms (CRD# 6579380) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 7 years of experience in the finance industry.

52
Daniel Henry, financial advisor Oakbrook Terrace IL
Daniel G. Henry
CRD#: 5328231
1 Tower Lane, Suite 1800, Oakbrook Terrace, IL 60181

Daniel Henry (CRD# 5328231) is an Investment Advisor Representative working at Iht Wealth Management LLC in Oakbrook Terrace, IL and has over 16 years of experience in the finance industry.

53
Ralph Hochuli, financial advisor Floral Park NY
Ralph J. Hochuli
CRD#: 4254991
99 Tulip Avenue, Suite 208, Floral Park, NY 11001

Ralph Hochuli (CRD# 4254991) is an Investment Advisor Representative working at Iht Wealth Management LLC in Floral Park, NY and has over 23 years of experience in the finance industry.

54
Brennan Hollenbeck, financial advisor Chicago IL
Brennan M. Hollenbeck
CRD#: 5547783
200 West Adams, Suite 2015, Chicago, IL 60606

Brennan Hollenbeck (CRD# 5547783) 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.

55
Ryan Hook, financial advisor Saint Joseph MO
Ryan M. Hook
CRD#: 6134240
3901 Oakland Ave, Saint Joseph, MO 64506

Ryan Hook (CRD# 6134240) is an Investment Advisor Representative working at Iht Wealth Management LLC in Saint Joseph, MO and has over 11 years of experience in the finance industry.

56
Kathleen Hosty, financial advisor Chicago IL
Kathleen H. Hosty
CRD#: 846153
200 W. Adams, Suite 2015, Chicago, IL 60606

Kathleen Hosty (CRD# 846153) 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.

57
Lauren Housel, financial advisor Chicago IL
Lauren B. Housel
CRD#: 3277938
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Lauren Housel (CRD# 3277938) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 24 years of experience in the finance industry.

58
Thomas Ireland, financial advisor Dawn MO
Thomas J. Ireland
CRD#: 2585690
Dawn, MO

Thomas Ireland (CRD# 2585690) is an Investment Advisor Representative working at Iht Wealth Management LLC in Dawn, MO and has over 29 years of experience in the finance industry.

59
Kristin Johnson, financial advisor Saint Petersburg FL
Kristin A. Johnson
CRD#: 3196072
111 2nd Ave Ne, #1406, Saint Petersburg, FL 33701

Kristin Johnson (CRD# 3196072) is an Investment Advisor Representative working at Iht Wealth Management LLC in Saint Petersburg, FL and has over 20 years of experience in the finance industry.

60
Randall Johnson, financial advisor Fort Collins CO
Randall R. Johnson
CRD#: 6034596
430 Stover Street, Fort Collins, CO 80524

Randall Johnson (CRD# 6034596) is an Investment Advisor Representative working at Iht Wealth Management LLC in Fort Collins, CO and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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