IHS WEALTH MANAGEMENT LLC
other names
- IHS WEALTH MANAGEMENT LLC
Adviser Profile
| As of Date | 06/12/2026 |
| Registration | SEC, Approved, 05/01/2026 |
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| Former registrations | |
| ADV Location | OYSTER BAY, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 39,405,464 |
| of that, discretionary | 39,405,464 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,094,596 |
| % High Net Worth | 39.13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
39M
34M
28M
23M
17M
11M
6M
2026
Private Funds
No private funds