Iht Wealth Management LLC

Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $181,391,931 in 1,154 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    1,154
    ACCOUNTS
  • Average Account Value
    $157,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, MI, MN, MO, OH, PA, TX, VA, WI

Financial Advisors at Iht Wealth Management LLC
Showing 1 - 10 of 19 top financial advisors.
1
Peter Arboleda
CRD#: 3212245
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Peter Arboleda (CRD# 3212245) 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.

2
Thomas M. Brdecka
CRD#: 4594314
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Thomas Brdecka (CRD# 4594314) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 11 years of experience in the finance industry.

3
Steven J. Dudash
CRD#: 3236757
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Steven Dudash (CRD# 3236757) 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.

4
Michael S. Glavin
CRD#: 2888256
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Michael Glavin (CRD# 2888256) 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.

5
Jose E. Hauad
CRD#: 4244268
4711 Golf Road, Suite 705, Skokie, IL 60076
93
Wealthminder
score

Jose Hauad (CRD# 4244268) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 11 years of experience in the finance industry.

6
Jeffrey A. Kocis
CRD#: 4501521
1 Tower Lane, Suite 1700, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Jeffrey Kocis (CRD# 4501521) is an Investment Advisor Representative working at Iht Wealth Management LLC in Oakbrook Terrace, IL and has over 14 years of experience in the finance industry.

7
Isaac M. Liberman
CRD#: 4918166
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Isaac Liberman (CRD# 4918166) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 11 years of experience in the finance industry.

8
Orlando Ochoa
CRD#: 4535436
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Orlando Ochoa (CRD# 4535436) 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.

9
Richard H. Rohlfing
CRD#: 5786912
1 Tower Lane, Suite 1700, Oakbrook Terrace, IL 60181
93
Wealthminder
score

Richard Rohlfing (CRD# 5786912) is an Investment Advisor Representative working at Iht Wealth Management LLC in Oakbrook Terrace, IL and has over 6 years of experience in the finance industry.

10
Scott J. Staley
CRD#: 4674798
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Scott Staley (CRD# 4674798) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 13 years of experience in the finance industry.

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