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Anyssa Anne Volarath Nerja

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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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

Anyssa operates IHT Wealth Management as a DBA for her LPL business and provides administrative support to IHT Wealth Management, spending full-time hours on this. She also owns rental real estate property, dedicating minimal time to it.

Employment History
Current Registrations
Iht Wealth Management LLC
March 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 1 mo
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anyssa Anne Volarath Nerja - Financial Advisor | TrueAdvisor