Ryan Peeler
Investment adviser representative at Iht Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$9.8BFirm assets
12 yearsFirm in business
Are you Ryan Peeler? Claim your profile
Contact this firm
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 LLCOct 2020 to now
- LPL Financial, LLCOct 2020 to now
- Royal AllianceMay 2019 to Oct 2020
- Midflorida Credit UnionJun 2018 to May 2019
- Boing Jump CenterJun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7087802
- Firm CRD
- 171481