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 81 - 90 of 141 top financial advisors.
81
Michael A. Osborne
CRD#: 4646718
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Michael Osborne (CRD# 4646718) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.

82
Daniel P. Pappas
CRD#: 3142839
3030 N Rocky Point Dr W, Tampa, FL 33607

Daniel Pappas (CRD# 3142839) is an Investment Advisor Representative working at Iht Wealth Management LLC in Tampa, FL and has over 25 years of experience in the finance industry.

83
Timothy M. Pitera
CRD#: 1769197
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Timothy Pitera (CRD# 1769197) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 35 years of experience in the finance industry.

84
Karim Poonawala
CRD#: 1678555
Orlando, FL

Karim Poonawala (CRD# 1678555) is an Investment Advisor Representative working at Iht Wealth Management LLC in Orlando, FL and has over 36 years of experience in the finance industry.

85
Randall S. Powell
CRD#: 5427295
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Randall Powell (CRD# 5427295) 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.

86
Daniel S. Riesmeyer
CRD#: 6055687
4711 Golf Road, Suite 705, Skokie, IL 60076

Daniel Riesmeyer (CRD# 6055687) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 10 years of experience in the finance industry.

87
Richard H. Rohlfing
CRD#: 5786912
1 Tower Lane, Suite 1700, Oakbrook Terrace, IL 60181

Richard Rohlfing (CRD# 5786912) is an Investment Advisor Representative working at Iht Wealth Management LLC in Oakbrook Terrace, IL and has over 13 years of experience in the finance industry.

88
Jeff K. Ross
CRD#: 1759537
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Jeff Ross (CRD# 1759537) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 36 years of experience in the finance industry.

89
John A. Rossitto
CRD#: 1747855
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

John Rossitto (CRD# 1747855) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 33 years of experience in the finance industry.

90
Michael G. Russell
CRD#: 4843732
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Michael Russell (CRD# 4843732) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 19 years of experience in the finance industry.

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