IHT Wealth Management

IHT Wealth Management

Financial Services United States 74 employees
Employees
74
Contacts
4
Emails
4
Phones
3

IHT Wealth Management Overview

Headquarters
United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
74
Founded
2014
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About IHT Wealth Management

As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 financial advisors with nationwide reach. In fact, our presence extends throughout 65 offices in 15 states. Overall, our approach concentrates on providing the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. Our range of financial services include: • Financial Planning • Retirement Analysis • Investment Advice and Portfolio Management • Charitable Giving • ESG Investing • Insurance and Risk Management • Multi-Generational Family Planning • Legacy, Wills, Trusts, and Estates • Private Equity and Alternative Investments • Tax Aware Investing To create a financial plan for 2023, please contact IHT Wealth Management at https://www.ihtwealthmanagement.com/contact/. For financial advisors interested in joining our team, IHT Wealth Management is an independent hybrid-RIA. Because of this, our firm provides access to multiple custodians and broker-dealers. Notably, IHT Wealth Advisors fully own their practices and have the freedom to best serve their clients. Not only do IHT Wealth Advisors gain access to managed portfolios with customized, turnkey modeling, our firm supplies a fully staffed in-house transition team. With full compliance and regulatory oversight, IHT Wealth Advisors can focus on their practice while our staff delivers on the technology, marketing and administrative aspects. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

IHT Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

IHT Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Sam Rouman, Cfp© Senior Wealth Advisor at Iht Wealth
Email
Jeff St. John Vice President - Financial Advisor
Email Phone
Tom Brdecka
Email Phone
Timothy Feldheim Financial Advisor at Iht Wealth
Email Phone

Employees by Management Level

Individual contributor 13 profiles
Manager 9 profiles
Executive 7 profiles
Senior / Lead 3 profiles

Department Contact Coverage

Department Contacts Email Phone
General 7 7 4
Executive 6 6 4
Finance 5 5 4
Sales 3 3 0

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