Alex William Helms
Investment adviser representative at Iht Wealth Management LLC
11 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
11 years in the industry.
- Iht Wealth Management LLCFeb 2021 to now
- LPL Financial, LLCFeb 2021 to now
- UnemployedNov 2020 to Jan 2021
- Wells Fargo Clearing Services LLCJul 2019 to Oct 2020
- J.P. Morgan Securities, LLCApr 2019 to Jun 2019
- JP Morgan Chase Bank, N.A.Apr 2019 to Jun 2019
- Northwestern Mutual Investment Services LLCOct 2018 to Apr 2019
- Northwestern Mutual Life Insurance CompanyOct 2018 to Apr 2019
- Fidelity InvestmentsNov 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
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
- 6579380
- Firm CRD
- 171481