Jim Koliatsis
Investment adviser representative at Iht Wealth Management LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Iht Wealth Management, LLCOct 2017 to now
- LPL Financial LLCAug 2007 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3178422
- Firm CRD
- 171481