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JR
CFP · ChFC
JR
CFP · ChFC

John Rossitto

Iht Wealth Management LLC
39 Years of Experience
Yuma, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Rossitto is a CFP, ChFC-designated registered investment advisor at Iht Wealth Management LLC, based in Yuma, AZ, with 39 years of industry experience. John 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
—
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Location

Yuma, AZ

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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

John sells non-variable insurance through Audubon Financial Design since 2006. He also works as a career transition coach, dedicating a few hours per week, and provides investment advisory services through IHT Wealth Management, spending nearly full-time on this.

Employment History
Current Registrations
Iht Wealth Management LLC
July 2018 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
March 2006 - Present · 20 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2025 - July 2026 · 10 mos
LPL Financial LLC
March 2006 - October 2018 · 12 yrs 7 mos
Northwestern Mutual Investment Services,llc
February 2003 - March 2006 · 3 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
October 1987 - March 2006 · 18 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
October 1987 - January 2002 · 14 yrs 3 mos
State Registrations20 states
ARAZCADCDEFLIDINLAMAMDMOMTNCNVNYPATXVAWA
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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