← Back to searchVisit website
IHS WEALTH MANAGEMENT LLC
CRD 329852 · SEC 801-136112
111 SOUTH ST #19, OYSTER BAY, NY, 11771, United States
Phone
516-314-0514
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$39.4M
Discretionary AUM
$39.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $3.5M |
| High net worth individuals | 9 | $35.9M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD