Iht Wealth Management LLC

Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $4,535,927,554 in 23,580 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,536
    MILLION
  • Total Number of Accounts
    23,580
    ACCOUNTS
  • Average Account Value
    $192,363
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
  • 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, 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 1 - 10 of 166 top financial advisors.
1
Frank Acosta
CRD#: 2084737
85 Ne Loop 410, Suite 401, San Antonio, TX 78216

Frank Acosta (CRD# 2084737) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

2
Alona W. Anspach
CRD#: 1532003
500 Skokie Blvd., Suite 285, Northbrook, IL 60062

Alona Anspach (CRD# 1532003) is an Investment Advisor Representative working at Iht Wealth Management LLC in Northbrook, IL and has over 35 years of experience in the finance industry. Alona Anspach 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
Kyriacos A. Antoniadis
CRD#: 4050859
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Kyriacos Antoniadis (CRD# 4050859) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 22 years of experience in the finance industry.

4
Ian S. Baker
CRD#: 4018036
122 East 42nd Street, Suite 1610, New York, NY 10168

Ian Baker (CRD# 4018036) is an Investment Advisor Representative working at Iht Wealth Management LLC in New York, NY and has over 22 years of experience in the finance industry.

5
Jonathan D. Barkley
CRD#: 5295890
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Jonathan Barkley (CRD# 5295890) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

6
Ann Behrens
CRD#: 6014256
1707 N. Randall Road, Suite 200, Elgin, IL 60123

Ann Behrens (CRD# 6014256) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 5 years of experience in the finance industry.

7
Suzana Bogoevska
CRD#: 1940058
58757 Van Dyke Rd, #547, Washington, MI 48094

Suzana Bogoevska (CRD# 1940058) is an Investment Advisor Representative working at Iht Wealth Management LLC in Washington, MI and has over 17 years of experience in the finance industry. Suzana Bogoevska 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.

8
Adrien Brand
CRD#: 7007330
3410 Henderson Blvd., Suite 200, Tampa, FL 33609

Adrien Brand (CRD# 7007330) is an Investment Advisor Representative working at Iht Wealth Management LLC in Tampa, FL and has over 3 years of experience in the finance industry.

9
Thomas M. Brdecka
CRD#: 4594314
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Thomas Brdecka (CRD# 4594314) 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.

10
Matthew L. Brown
CRD#: 2814498
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Matthew Brown (CRD# 2814498) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 25 years of experience in the finance industry.

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