San Antonio, TX Office

Team
Updated today

Client AUM

$7,078,951,575

Clients

25,096

Advisors

2

Of 160 advisors across 65 offices

Location

85 NE Loop 410, Suite 401

San Antonio TX 78216

Advisors at this office

2

Advisors at this office

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Ruth F

CFP®, Series 63, Series 65

San Anotonio, TX

IHT Wealth Management LLC

Ruth Forehand is a CFP® professional with 29 years of experience in the financial services industry. She has worked at IHT Wealth Management LLC since 2020 and previously spent seven years at Revolution Wealth Management and over a decade at LPL Financial, where she continues to maintain an affiliation. IHT Wealth Management serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while also offering ERISA fiduciary services and a proprietary wrap-fee program through a large network of advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Frank A

Series 63, Series 66

San Antonio, TX

IHT Wealth Management LLC

Frank Acosta is a financial advisor with IHT Wealth Management LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked with IHT Wealth Management and LPL Financial since 2019, and previously with Sigma Financial from 2014 to 2019. Outside of advisory work, he serves as an adjunct professor at Palo Alto Community College. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, supported by a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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