Ryan
Dewitt

Iht Wealth Management LLC

CRD#6446018
Investment Advisor
in Chicago, IL

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About this Advisor

Ryan Dewitt is a financial advisor based in Chicago, Illinois with 1 year of industry experience. Dewitt is currently employed by Iht Wealth Management LLC. The advisor has gained experience at Valic Financial Advisors, Inc, Deutsche Bank, University Of North Florida, Sarasota School, Lpl Financial and Iht Wealth Management LLC. Dewitt has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Iht Wealth Management LLC is a business that has its headquarters in Chicago, IL. The company has offices in 67 locations and a total of 219 advisors. It has $4 billion in assets under management among its 18,644 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 51 charities and foundations. Of its 18,644 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of services provided. Fees billed by Iht Wealth Management LLC can consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

123 N. Wacker Dr. Suite 2300
Chicago, IL 60606

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,373,565,753

IL Average: $6,674,516,078
Total Number of Employees

219

IL Average: 44
Total Number of Accounts

18,644

IL Average: 2,564
Average Account Size

$234,583

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ryan Dewitt Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Iht Wealth Management LLC

2015 - 2022 (7 years)

Valic Financial Advisors, Inc

2013 - 2015 (2 years)

Deutsche Bank

2009 - 2013 (4 years)

University Of North Florida

2004 - 2013 (9 years)

Sarasota School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Dewitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iht Wealth Management LLC

Felipe Medina
Phoenix, AZ
Daniel Baker
New York, NY
Gregory Eicher
Freeport, IL
Joseph Davis
New York, NY
Kathleen Hosty
Chicago, IL
Emil Mokhtarian
Chicago, IL
Lauren Housel
Chicago, IL
Karim Poonawala
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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