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Catarina E
Series 66
Iowa City, IA
IHT Wealth Management LLC
Catarina Edwards is a financial advisor at IHT Wealth Management LLC in Iowa City, IA, holding a Series 66 designation with 11 years of industry experience. She has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s approach combines fundamental value screening, quantitative optimization, and tactical strategies, delivered through a network of advisors who tailor portfolios based on clients’ objectives and risk tolerance.
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