Adviser and broker representative · Iht Wealth Management LLC
Sally A. Wolfe
CRD 4397013 · Chicago, IL
At a glance
Sally A. Wolfe is an investment adviser representative with Iht Wealth Management LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sally’s SEC record dates to 2003, about 23 years ago. Sally is also registered as a broker representative.
Current advisory firm
- Iht Wealth Management LLCSince May 2019Chicago, IL · $9.8B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sally’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.