Philip G. Sherman
IHT WEALTH MANAGEMENT
Beaverton,, OR 97005
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CRD#: 6300809
Philip Glenn ShermanIHT WEALTH MANAGEMENT
Professional summary
Philip Glenn Sherman, CFP®, who also goes by Phil Glenn Sherman, is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Beaverton,, Oregon.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Philip has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Phil Glenn Sherman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Glenn Sherman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
July 17, 2026 - Present
IHT WEALTH MANAGEMENT LLC
Office #1: 12655 S.w. Center Street, Suite 330 , Beaverton,, OR 97005RIA
CRD#: 171481
Beaverton,, OR
Past
March 4, 2020 - July 20, 2026
DESCHUTES INVESTMENT CONSULTING, LLC
RIA
CRD#: 155312
PORTLAND, OR
Past
February 13, 2018 - November 21, 2019
CWM, LLC
RIA
CRD#: 155344
Portland, OR
Past
February 5, 2018 - July 5, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
PORTLAND, OR
Past
July 10, 2017 - February 12, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
PORTLAND, OR
Past
July 10, 2017 - February 12, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
PORTLAND, OR
Past
September 30, 2016 - May 12, 2017
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Charleston, SC
Past
September 30, 2016 - May 12, 2017
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Charleston, SC
Past
January 27, 2016 - June 20, 2016
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
Milwaukie, OR
Past
January 27, 2016 - June 20, 2016
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
Milwaukie, OR
Past
October 31, 2014 - October 1, 2015
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
EUGENE, OR
Past
August 1, 2014 - October 1, 2015
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
EUGENE, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(7/17/2026)
IAR
Washington(7/17/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)Loading...
Contact information
Main Address
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606
Mailing Address
Phone number
(855) 295-2828
Established
Firm type
Fiscal year end
# of Employees
179
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,131 |
| AUM (Assets Under Management) | $ 6,376,084,483 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
