DFX Intelligence
Advisors
Advisors registered through Iht Wealth Management LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
160 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Ian Joseph Weiss | Iht Wealth Management LLC BD affiliated | Winston Salem, Nc | Nov 15, 2023 | 20 y | 1 | 1 |
| David Todd Wernli dual registrant | Iht Wealth Management LLC BD affiliated | El Dorado, Ks | Oct 13, 2017 | 31 y | 2 | 1 |
| Ryan Wayne Weyrauch dual registrant | Iht Wealth Management LLC BD affiliated | El Dorado, Ks | Jan 30, 2020 | 20 y | 0 | 1 |
| A•••• D•••• W•••••••• dual registrant | I•• W••••• M••••••••• L•• BD affiliated | Manhattan, Ks | Oct 2, 2024 | 16 y | 3 | 1 |
| R••• T•••• W••••• dual registrant | I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il | Jul 1, 2014 | 27 y | 4 | 2 |
| S•••• A•• W•••• dual registrant | I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il | May 8, 2019 | 22 y | 2 | 1 |
| T••••• Y• | I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il | Mar 13, 2026 | 15 y | 2 | 1 |
| K••• F•••••••• Y••••••• dual registrant | I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il | Sep 9, 2019 | 29 y | 2 | 1 |
| W•••• J•••• Z•••• dual registrant | I•• W••••• M••••••••• L•• BD affiliated | Tampa, Fl | Feb 4, 2019 | 22 y | 3 | 1 |
| M•••••• J•••• Z••••• dual registrant | I•• W••••• M••••••••• L•• BD affiliated | Chicago, Il | Mar 6, 2015 | 17 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 4 of 4Previous