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Michael Masalehdani

IHT Wealth Management LLC

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About Michael Masalehdani

Michael Masalehdani is an investment advisor representative at IHT Wealth Management LLC. Michael has been in the industry for over 10 years, and has a broad experience in various financial institutions. Michael has a Series 66, Series 63, SIE and Series 7 licenses. Michael is also a registered investment advisor in California. Michael specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.

Firm Information

Michael Masalehdani is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Michael Masalehdani’s Registration & Firm History

IL

05/02/2024 - Present

IHT Wealth Management LLC (CHICAGO IL)

CA

09/21/2015 - 01/16/2024

FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)

NY

12/17/2014 - 09/15/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)

NY

12/27/2013 - 12/10/2014

SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/21/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Masalehdani. Review regulatory record here.
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