RD
RD

Ryan Dewitt

11 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance

Ryan Dewitt is a registered investment advisor at Iht Wealth Management LLC, based in Tampa, FL, with 11 years of industry experience. Ryan 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.

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

History

Regulatory History (1)
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Customer Dispute
January 2018
Denied
Other Business ActivitiesSells Insurance

Ryan is involved in several business activities, including IHT Wealth Management, Ryan DeWitt Financial, LLC, and DeWitt Wealth Advisors. He also owns rental real estate and sells non-variable insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
Iht Wealth Management LLC
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
VALIC Financial Advisors, INC.
July 2016 - May 2022 · 5 yrs 10 mos
VALIC Financial Advisors, INC.Broker
April 2015 - May 2022 · 7 yrs 1 mo
State Registrations4 states
FLKSNCTN
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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