Iht Wealth Management LLC

Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $487,869,190 in 3,471 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    3,471
    ACCOUNTS
  • Average Account Value
    $140,556
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.

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

Financial Advisors at Iht Wealth Management LLC
Showing 1 - 10 of 49 top financial advisors.
1
James C. Cochran
CRD#: 4813505
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
96
Wealthminder
score

James Cochran (CRD# 4813505) 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. James Cochran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeannine T. Edmonds
CRD#: 2054276
9200 Indian Creek Parkway, Suite 500, Overland Park, KS 66210
96
Wealthminder
score

Jeannine Edmonds (CRD# 2054276) is an Investment Advisor Representative working at Iht Wealth Management LLC in Overland Park, KS and has over 13 years of experience in the finance industry. Jeannine Edmonds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
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 18 years of experience in the finance industry.

4
Jonathan D. Barkley
CRD#: 5295890
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Jonathan Barkley (CRD# 5295890) 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.

5
Thomas M. Brdecka
CRD#: 4594314
55 S. Main Street, Suite 296, Naperville, IL 60540
93
Wealthminder
score

Thomas Brdecka (CRD# 4594314) is an Investment Advisor Representative working at Iht Wealth Management LLC in Naperville, IL and has over 12 years of experience in the finance industry.

6
Mitch D. Carlson
CRD#: 5514653
8575 W. 110th St, Suite 314, Overland Park, KS 66210
93
Wealthminder
score

Mitch Carlson (CRD# 5514653) is an Investment Advisor Representative working at Iht Wealth Management LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

7
Thomas A. Cavaliere
CRD#: 4435562
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Thomas Cavaliere (CRD# 4435562) 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.

8
David L. Cohen
CRD#: 1965099
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

David Cohen (CRD# 1965099) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 28 years of experience in the finance industry.

9
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 18 years of experience in the finance industry.

10
Gregory D. Eicher
CRD#: 3159399
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606
93
Wealthminder
score

Gregory Eicher (CRD# 3159399) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 18 years of experience in the finance industry.

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