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Ryan Weyrauch

19 Years of Experience
Chicago, IL
Broker

Ryan Weyrauch is a registered investment advisor at Iht Wealth Management LLC, based in Chicago, IL, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23,131 clients with $6.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
158 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K

IHT Wealth Management charges a percentage of your portfolio's value for investment management. The exact fee is negotiated with each client, up to a maximum of 2% annually. Clients with smaller accounts may pay higher fees. IHT also offers access to LPL Financial's Guided Wealth Portfolios (GWP), which charges a maximum fee of 1.35%, including LPL's program fee of 0.35% and an advisor fee up to 1.00%.

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Location

123 N. Wacker Dr., Suite 2300, Chicago, IL, 60606

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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 Activities

Ryan is involved in several investment-related activities, including DBAs for LPL business, administrative support for IHT Wealth Management LLC, and real estate rental. He also owns Briny Deep Diving, LLC, where he works as a dive master providing scuba instruction, dedicating minimal time to this venture.

Employment History
Current Registrations
Iht Wealth Management LLC
January 2020 - Present · 6 yrs 6 mos
LPL Financial LLCBroker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Nationwide Investment Services CorporationBroker
September 2007 - June 2018 · 10 yrs 9 mos
John Hancock Distributors LLCBroker
November 2006 - September 2007 · 10 mos
Linsco/private Ledger CORP.Broker
June 2006 - October 2006 · 4 mos
State Registrations18 states
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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.
Ryan Weyrauch - Financial Advisor | TrueAdvisor