IHS WEALTH MANAGEMENT LLC

IHS WEALTH MANAGEMENT LLC of OYSTER BAY, NY is an SEC-registered investment adviser (CRD 329852). Regulatory assets under management: $39.4M.

Registration

• CRD: 329852
• SEC file number: 801-136112
• Type: Registered investment adviser
• Location: 111 SOUTH ST #19, OYSTER BAY, NY, 11771
• Phone: 516-314-0514
• Latest filing: 2026-06-12
• Regulatory AUM: $39.4M
• Discretionary AUM: $39.4M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search