IHS Wealth Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$39.4M
Discretionary
$39.4M
100% of AUM
Avg account
$1.1M
Accounts
36
Employees
2
Advisory reps
2

Firm details

Headquarters
Oyster Bay, New York
CRD number
329852
Registered since
May 1, 2026
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI91.11%
  • Individuals8.89%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

IHS Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm lists registration with the SEC in 2026. Its client focus is individuals and families, and its advisory work combines financial planning with portfolio management for individuals, small businesses and other business or institutional clients; pension consulting services are also listed among its activities. Fee arrangements are flexible and include a percentage-of-AUM model, hourly and fixed-fee engagements, and performance-based fees. The firm is not identified as an active ESG investor and is not classified as a multi-state adviser. Although the snapshot flags that it is not a capital allocator, IHS uses third-party managers for certain alternative strategies (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, US Government Bonds 5%, Cash & Cash Equivalents 2%93%
  • Exchange Traded Equities93%
  • US Government Bonds5%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Matthew Ranieri

    Matthew Ranieri

    Junior PartnerCRD 8261507

  • Anthony Logrippo

    ManagerCRD 4002303

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oyster Bay, NY

Nassau

Location

Oyster Bay, NY

Headquartered in Oyster Bay, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
111 South St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth