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 61 - 70 of 141 top financial advisors.
61
Brent Kalka, financial advisor Elgin IL
Brent A. Kalka
CRD#: 2444022
1707 N. Randall Road, Suite 200, Elgin, IL 60123

Brent Kalka (CRD# 2444022) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 30 years of experience in the finance industry.

62
Steven Kellar, financial advisor Chicago IL
Steven K. Kellar
CRD#: 1880769
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Steven Kellar (CRD# 1880769) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 2 years of experience in the finance industry.

63
Dario Kerkez, financial advisor Chicago IL
Dario Kerkez
CRD#: 5283327
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Dario Kerkez (CRD# 5283327) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.

64
John Kinsella, financial advisor Oakbrook Terrace IL
John P. Kinsella
CRD#: 707174
1 Tower Lane, Suite 1700, Oakbrook Terrace, IL 60181

John Kinsella (CRD# 707174) is an Investment Advisor Representative working at Iht Wealth Management LLC in Oakbrook Terrace, IL and has over 43 years of experience in the finance industry.

65
Jim Koliatsis, financial advisor Skokie IL
Jim Koliatsis
CRD#: 3178422
4711 Golf Road, Suite 705, Skokie, IL 60076

Jim Koliatsis (CRD# 3178422) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 24 years of experience in the finance industry.

66
Fawn Lane, financial advisor Lutz FL
Fawn M. Lane
CRD#: 4921041
Lutz, FL

Fawn Lane (CRD# 4921041) is an Investment Advisor Representative working at Iht Wealth Management LLC in Lutz, FL and has over 16 years of experience in the finance industry.

67
Corianne Leyton, financial advisor Chicago IL
Corianne Leyton
CRD#: 6016211
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Corianne Leyton (CRD# 6016211) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 10 years of experience in the finance industry.

68
Pamela Madsen, financial advisor Chicago IL
Pamela A. Madsen
CRD#: 2649034
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Pamela Madsen (CRD# 2649034) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 12 years of experience in the finance industry.

69
Donald Mahlke, financial advisor Oakbrook Terrace IL
Donald J. Mahlke
CRD#: 4645367
1 Tower Lane, Suite 1800, Oakbrook Terrace, IL 60181

Donald Mahlke (CRD# 4645367) is an Investment Advisor Representative working at Iht Wealth Management LLC in Oakbrook Terrace, IL and has over 20 years of experience in the finance industry.

70
Adam Mason, financial advisor Plymouth WI
Adam C. Mason
CRD#: 5387217
515 E Mills St, Suite 3, Plymouth, WI 53073

Adam Mason (CRD# 5387217) is an Investment Advisor Representative working at Iht Wealth Management LLC in Plymouth, WI and has over 16 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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