AdvisorCensus / Financial advisors / New York / New York / IHS Wealth Management LLC
IHS Wealth Management LLC is an SEC-registered investment advisory firm in Oyster Bay, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.
Quick answers
From the filingHow is IHS Wealth Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), IHS Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
How much does IHS Wealth Management LLC charge?
Its Form ADV Part 2A brochure dated June 12, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is IHS Wealth Management LLC located?
IHS Wealth Management LLC's principal office is in Oyster Bay, NY, according to its Form ADV.
Is IHS Wealth Management LLC registered with the SEC or a state?
IHS Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 329852.
How much does IHS Wealth Management LLC manage?
IHS Wealth Management LLC reports $39,405,464 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary).
What types of clients does IHS Wealth Management LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).
Which custodians does IHS Wealth Management LLC use?
IHS Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does IHS Wealth Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329852
Does IHS Wealth Management LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 12, 2026 says: "There is no account minimum for any of IHS’s services."
What changed in IHS Wealth Management LLC's recent Form ADV filings?
In the June 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 2% of assets a year
The brochure's wording
Total Assets Under Management Annual Fees All Assets 2.00%
These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.
Account minimum: None
The brochure's wording
There is no account minimum for any of IHS’s services.
As stated in the firm's Form ADV Part 2A brochure dated June 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$39,405,464 as of October 2026, filing dated June 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. IHS Wealth Management LLC (CRD 329852): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ihs-wealth-management-llc-oyster-bay-ny-329852