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CFP
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CFP

Alona Anspach

Iht Wealth Management LLC
40 Years of Experience
Northbrook, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alona Anspach is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Northbrook, IL, with 40 years of industry experience. Alona 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 Skokie Blvd., Suite 285, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alona is a trustee for the Jewish Women's Foundation and an IAR with IHT Wealth Management, spending about a quarter of her time providing investment advisory services. She is also an insurance agent with Mass Mutual, BC/BS, and Guardian, selling whole life and long-term care insurance.

Employment History
Current Registrations
Iht Wealth Management LLC
December 2020 - Present · 5 yrs 10 mos
LPL Financial LLCBroker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2025 - July 2026 · 1 yr 1 mo
Sheridan Road
August 2018 - December 2020 · 2 yrs 4 mos
Independent Financial Partners
June 2011 - January 2019 · 7 yrs 7 mos
AXA Advisors, LLC
January 2003 - June 2011 · 8 yrs 5 mos
AXA Advisors, LLCBroker
January 2003 - June 2011 · 8 yrs 5 mos
AXA Advisors, LLC
January 2003 - January 2003 · 0 mos
Walnut Street Securities, INC.Broker
August 1998 - January 2003 · 4 yrs 5 mos
Alona W. Sussman & Associates
July 1998 - December 2002 · 4 yrs 5 mos
Princor Financial Services CorporationBroker
January 1993 - July 1998 · 5 yrs 6 mos
Chubb Securities CorporationBroker
July 1986 - December 1992 · 6 yrs 5 mos
State Registrations15 states
AZCACOFLGAIAILINMAMIMNNCOHSCWI
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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