OYSTER BAY, NYCRD 329852Registration Status: ApprovedEffective since May 1, 2026Latest ADV June 12, 2026
Ihs Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oyster Bay, NY. Its latest Form ADV filing, dated June 12, 2026, reports $39M in regulatory assets under management, 2 employees, and 36 accounts.
Top client segmentIndividuals represent 60.9% of total clients.
Top client categories% of clientsClients
1
Individuals
60.9%
14
2
HNWI
39.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$39Mas of June 12, 2026
Discretionary100.0%
$39M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$39M
Total Accounts36
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee12:1
10Y Employee Change+1 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.