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 111 - 120 of 140 top financial advisors.
111
John Wiley, financial advisor Plymouth WI
John B. Wiley
CRD#: 2226116
515 E. Mill Street, Suite 3, Plymouth, WI 53073

John Wiley (CRD# 2226116) is an Investment Advisor Representative working at Iht Wealth Management LLC in Plymouth, WI and has over 21 years of experience in the finance industry.

112
Ryan Wittig, financial advisor Chicago IL
Ryan T. Wittig
CRD#: 3225763
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Ryan Wittig (CRD# 3225763) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 24 years of experience in the finance industry.

113
Sally Wolfe, financial advisor Saint Petersburg FL
Sally A. Wolfe
CRD#: 4397013
111 2nd Ave Ne, #1406, Saint Petersburg, FL 33701

Sally Wolfe (CRD# 4397013) is an Investment Advisor Representative working at Iht Wealth Management LLC in St. Petersburg, FL and has over 20 years of experience in the finance industry.

114
Thomas Yi, financial advisor Boca Raton FL
Thomas Yi
CRD#: 5672132
Boca Raton, FL

Thomas Yi (CRD# 5672132) is an Investment Advisor Representative working at Iht Wealth Management LLC in Boca Raton, FL and has over 5 years of experience in the finance industry.

115
Waldo Zayas, financial advisor Tampa FL
Waldo J. Zayas
CRD#: 4493755
3030 N Rocky Point Dr. West, Suite 700, Tampa, FL 33607

Waldo Zayas (CRD# 4493755) is an Investment Advisor Representative working at Iht Wealth Management LLC in Tampa, FL and has over 20 years of experience in the finance industry.

116
Matthew Zivick, financial advisor Chicago IL
Matthew J. Zivick
CRD#: 5524505
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Matthew Zivick (CRD# 5524505) 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.

117
Giuseppe Savino, financial advisor Chicago IL
Giuseppe Savino
CRD#: 6787087
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Giuseppe Savino (CRD# 6787087) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 3 years of experience in the finance industry.

118
Anton Antoniadis, financial advisor Tampa FL
Anton K. Antoniadis
CRD#: 7394784
401 E Jackson, Tampa, FL 33602

Anton Antoniadis (CRD# 7394784) is an Investment Advisor Representative working at Iht Wealth Management LLC in Tampa, FL and has 1 year of experience in the finance industry.

119
Daniel Baker, financial advisor Chicago IL
Daniel P. Baker
CRD#: 6186821
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Daniel Baker (CRD# 6186821) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has 1 year of experience in the finance industry.

120
John Bibeau, financial advisor Chicago IL
John A. Bibeau
CRD#: 7205084
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

John Bibeau (CRD# 7205084) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 3 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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