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Keith Svendby

Iht Wealth Management LLC
40 Years of Experience
Maitland, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Keith Svendby is a registered investment advisor at Iht Wealth Management LLC, based in Maitland, FL, with 40 years of industry experience. Keith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 N. Maitland Ave., Suite 300, Maitland, FL, 32751

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2018
Customer Dispute
October 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Keith has a business entity for tax/investment purposes only and a DBA for LPL business. He also provides investment advisory services through IHT Wealth Management LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Iht Wealth Management LLC
April 2019 - Present · 7 yrs 6 mos
LPL Financial LLCBroker
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
LPL Financial LLC
February 2026 - July 2026 · 5 mos
Independent Financial Partners
May 2011 - March 2019 · 7 yrs 10 mos
Raymond James Financial Services Advisors, INC
June 2009 - March 2011 · 1 yr 9 mos
Raymond James Financial Services
May 2006 - October 2009 · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2006 - March 2011 · 4 yrs 11 mos
Raymond James & Associates, INC.Broker
December 2000 - May 2006 · 5 yrs 5 mos
Raymond James & Associates, INC.
December 2000 - May 2006 · 5 yrs 5 mos
Investacorp, INC.Broker
December 1995 - December 2000 · 5 yrs
First Investors CorporationBroker
April 1986 - December 1995 · 9 yrs 8 mos
State Registrations7 states
FLGANCNYSCVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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