Eric Daniel Hoffman
Investment adviser representative at Iht Wealth Management LLC
10 yearsExperience
2 statesRegistered in
$9.8BFirm assets
12 yearsFirm in business
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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
10 years in the industry.
- Iht Wealth Management LLCMar 2023 to now
- Morgan Stanley Private Bank, N.A.Aug 2018 to now
- Morgan StanleyJun 2018 to now
- BMO HarrisMar 2018 to Jun 2018
- CitigroupJan 2018 to Mar 2018
- Bank of AmericaJun 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5714047
- Firm CRD
- 171481