IHS Wealth Management LLC
Firm details
- Headquarters
- Oyster Bay, New York
- CRD number
- 329852
- Registered since
- May 1, 2026
- Website
- ihswealth.com
- 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
FINTRXOverview
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
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 Equities93%
- US Government Bonds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Matthew Ranieri
Junior PartnerCRD 8261507
Anthony Logrippo
ManagerCRD 4002303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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