Caleb John Cetina
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 LLCJan 2026 to now
- LPL Financial LLCOct 2025 to now
- UnemployedMay 2025 to Sep 2025
- Porsche Fort MyersFeb 2025 to Apr 2025
- Ensemble Schools (fort Myers School of Music)Dec 2024 to Jan 2025
- Evolution Retirement ServicesJun 2023 to Aug 2023
- Tailored Brands (the Mens Wearhouse)Oct 2022 to Dec 2024
- UnemployedJul 2022 to Sep 2022
- South West Florida Enterprise CenterMay 2022 to Jun 2022
- Panera Bread LLCFeb 2022 to Apr 2022
- Student In Public EducationJan 2015 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
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
- 8072900
- Firm CRD
- 171481