This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

IHT WEALTH MANAGEMENT LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1975earliest registration or exam on IAPD

Years in industry

51derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 24, 1987

First registration

Sep 5, 2000

Dual registered

no

Other names

ED ORTIZ|IDEL ORTIZ

IAPD individual key

1571241

• Occurred

  Sep 4, 2024
  Advisor changed firm

  Edilberto Calalang Ortiz left Lpl Financial Llc for Iht Wealth Management Llc (registered 2016-07-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2eea9ffa-4fd6-5544-69be-7529f290016c

First observed

Sep 5, 2000

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.