IHP Wealth Management
RIAState Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$227K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284815
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.66%
- Individuals29.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
IHP Wealth Management operates as a small limited liability company serving individual and family clients. The firm functions as a capital allocator and adviser, providing discretionary portfolio management for individuals, small businesses and institutional/business clients, and it also selects other advisers or submanagers when appropriate. It operates on a percentage-of-assets-under-management fee model and maintains a relationship as a registered representative of a broker‑dealer. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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