# 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.

- CRD: 329852
- Filed as: IHS WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oyster Bay, NY
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329852
- AdvisorCensus page: https://advisorcensus.com/firm/ihs-wealth-management-llc-oyster-bay-ny-329852

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 12, 2026)

- Asset-based fee: 2% of assets a year

> 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

> There is no account minimum for any of IHS’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $39,405,464
- Discretionary: $39,405,464
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $3,501,634 |
| High net worth individuals | 9 | $35,903,830 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ihswealth.com

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IHS Wealth Management LLC (CRD 329852): Form ADV filing data as of October 2026.