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 with up to 2 employees
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 provides portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm also offers pension consulting to employee benefit plans, including assistance with investment option review, money manager recommendations, and ongoing performance monitoring.
The firm creates written investment policy statements for clients, typically seeks discretionary trading authority, and applies a mix of analysis techniques — including fundamental, quantitative, technical, and modern portfolio theory — across strategies that range from long‑term investing to short‑term trading, options, margin transactions, and private placements. Accounts are reviewed regularly (at least monthly) and clients receive quarterly custodian reports documenting holdings and performance.
What is distinctive for a solo independent adviser, IHS accepts performance‑based fee arrangements for qualified clients while also managing institutional/pension clients, and it discloses policies intended to address the conflicts that can arise from managing both performance‑ and asset‑based accounts. The firm also has an advisory arrangement to provide educational services to a 401(k) recordkeeper’s clients, a combination of retirement‑plan consulting and retail wealth management that is atypical for a firm of its scale (roughly $39 million in assets under management serving about two dozen clients).
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Annuities
Fee options
$2,500 to $10,000 (negotiable) for Financial Planning services
2.00% annually for Portfolio Management Fees (flat rate, non-tiered)
$350 to $750 per hour (negotiable) for Financial Planning services
20.00% performance fee on capital appreciation for Qualified Clients (annual 2.00% AUM fee plus performance fee)
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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