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| Keyboard |
| IHS Wealth Management LLC
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|---|---|
| CRD # | 329852 |
| SEC # | 801-136112 |
| CIK # | |
| AUM | 39.4 M (2026-06-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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MWMG Advisors LLC
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Catton Capital Partners LLC
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|
Apollo Wealth Management LLC
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39.3 M | |
|
Amidon & Petersen Financials LLC
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|
NY | 39.1 M |
|
Native American Fund Advisors LLC
✚
|
OK | 38.9 M |
|
Patriot Asset Management Inc
✚
|
38.7 M |