Ian Crowley
Investment adviser representative at Iht Wealth Management LLC
10 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
10 years in the industry.
- Iht Wealth Management LLCFeb 2026 to now
- LPL Financial LLCJul 2023 to now
- Mueller Financial ServicesJul 2023 to now
- Pkf MuellerJan 2020 to Jul 2023
- Texas State UniversityAug 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7776182
- Firm CRD
- 171481