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Barret Roosa

Iht Wealth Management LLC
19 Years of Experience
Tampa, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Barret Roosa is a registered investment advisor at Iht Wealth Management LLC, based in Tampa, FL, with 19 years of industry experience. Barret 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

3410 Henderson Blvd, Suite 200, Tampa, FL, 33609

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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

Barret provides investment advisory services through IHT Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also engages in non-variable insurance activities through MRW Financial, spending minimal time on it.

Employment History
Current Registrations
Iht Wealth Management LLC
August 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2021 - August 2022 · 1 yr 2 mos
Ameriprise Financial Services, LLCBroker
June 2021 - August 2022 · 1 yr 2 mos
Edward Jones
May 2018 - June 2021 · 3 yrs 1 mo
Edward JonesBroker
March 2018 - June 2021 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
October 2000 - March 2007 · 6 yrs 5 mos
First Union Brokerage Services, INC.Broker
July 1996 - October 2000 · 4 yrs 3 mos
State Registrations5 states
FLMSNCVAWA
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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