IHS WEALTH MANAGEMENT LLC

Overview

IHS Wealth Management LLC is an independent, individual-owned registered investment adviser that serves a small base of individual and family clients. The firm’s ADV indicates registration with the SEC (registration year listed as 2026) and a service mix built around financial planning and discretionary portfolio management for individuals, small businesses and institutional clients; pension consulting is also listed among its advisory activities. Fee arrangements are flexible and include asset-based fees, hourly work, fixed fees and performance-based structures. The firm does not identify as an active ESG investor and maintains a single-state operating profile. It is not structured as a capital allocator; instead, its model centers on managing client portfolios and delivering advisory services directly to individuals, families and business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices