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IHS WEALTH MANAGEMENT LLC

OYSTER BAY, NY · CRD 329852 · IAPD ↗ · ihswealth.com · 516-314-0514

$39.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — IHS WEALTH MANAGEMENT LLC (OYSTER BAY, NY) is newly SEC-registered with $39.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.