IHS Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,405,464
Clients
23
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$1,713,281
About
IHS Wealth Management LLC is a small independent advisory firm that provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth households, pension and profit‑sharing plans, and charitable organizations. The firm manages approximately $39 million in client assets across a concentrated client base and offers ongoing discretionary portfolio management alongside written financial plans.
The firm documents client goals and risk tolerances in individualized investment policy statements and generally seeks discretionary authority to implement strategies on behalf of clients. Its investment process draws on a mix of fundamental, quantitative, and technical analysis and may employ a wide range of strategies — including long‑ and short‑term trading, options, margin, and short sales — which are monitored and disclosed for their material risks.
What distinguishes IHS from many peers is its use of performance‑based fee arrangements for qualified clients and its provision of pension consulting and institutional plan services, capabilities that are comparatively uncommon among similar independent advisers. The firm also maintains an advisory relationship to provide educational services to retirement plan participants and has recently transitioned to SEC registration, indicating operational changes beyond a solely retail focus.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Options & derivatives strategies
Real estate investing
Fee options
$2,500 to $10,000 fixed fee for financial planning
$350 to $750 per hour
20.00% performance fee on capital appreciation for qualified clients
Main office location
IHS Wealth Management LLC
111 South St #19
Oyster Bay NY 11771, United States
Number of offices
1
Most active in
IHS Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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