Adrien Brand
Investment adviser representative at Iht Wealth Management LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Iht Wealth Management, LLCJan 2022 to now
- LPL Financial LLCJan 2022 to now
- Edward JonesSep 2018 to Jan 2022
- UnemployedJun 2018 to Sep 2018
- Nitor SolutionsOct 2017 to May 2018
- UnemployedJun 2017 to Sep 2017
- Great Lakes Case & Cabinet Company, IncApr 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7007330
- Firm CRD
- 171481