|
⚲
|
| IHS Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 329852 |
| SEC # | 801-136112 |
| CIK # | |
| AUM | $39.4 M (2026-06-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 516-314-0514 |
| Address | 111 South St 19 Oyster Bay, NY 11771 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 3.5 |
| (b) Individuals (high net worth individuals) | 9 | 35.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 39.4 |
| By Discretionary | ||
| Discretionary | 36 | 39.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 39.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.4 | |
| Total | 36 | 39.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
II Technology LLC
✚
|
TX | 0.0 |
|
Arcap Partners LLC
✚
|
NY | 0.0 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.0 | |
|
Montrose Estate Capital Management LLC
✚
|
TX | 0.0 |
|
MWMG Advisors LLC
✚
|
NY | 0.0 |
|
Catton Capital Partners LLC
✚
|
CA | 0.0 |
|
Apollo Wealth Management LLC
✚
|
0.0 | |
|
Amidon & Petersen Financials LLC
✚
|
NY | 0.0 |
|
Native American Fund Advisors LLC
✚
|
OK | 0.0 |
|
Patriot Asset Management Inc
✚
|
0.0 |