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Thomas Cavaliere

Iht Wealth Management LLC
25 Years of Experience
Leawood, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Thomas Cavaliere is a registered investment advisor at Iht Wealth Management LLC, based in Leawood, KS, with 25 years of industry experience. Thomas 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

5251 W. 116th Place, Suite 200, Leawood, KS, 66211

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History

Regulatory History (1)
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.
Customer Dispute
January 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is a trustee of his and his wife's trust, spending minimal time on this. He also provides investment advisory services through IHT Wealth Management LLC and its DBA, Tall Oaks Advisors, LLC, dedicating full-time hours to this activity, and is affiliated with multiple insurance companies, spending a few hours per week on these insurance-related activities.

Employment History
Current Registrations
Iht Wealth Management LLC
October 2017 - Present · 9 yrs
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Nvision Wealth Group, LLC
August 2014 - December 2017 · 3 yrs 4 mos
Private Advisor Group, LLC
December 2012 - October 2014 · 1 yr 10 mos
Ameriprise Financial Services, INC.
October 2001 - December 2012 · 11 yrs 2 mos
Ameriprise Financial Services, INC.Broker
September 2001 - December 2012 · 11 yrs 3 mos
Ids Life Insurance CompanyBroker
September 2001 - July 2006 · 4 yrs 10 mos
State Registrations12 states
AZCACOFLKSKYLAMAMOPATXVA
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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