Ihsan Wealth
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 341909
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ihsan Wealth is organized as a limited liability company and is owned by an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses. Its fee arrangements include both asset-based fees and fixed-fee engagements rather than commission-based or transactional billing. Regulatory and operational descriptors in the profile are sparse: the SEC registration year is not provided, the firm does not identify as a multi-state adviser, and it is not designated as a capital allocator, pension consultant, or related adviser. Ihsan Wealth is not identified as an active ESG investor.
Assets & Accounts
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
Contacts
1 of 1Hammad Moon
CRD 8245845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 901 Sandhurst Dr
- Time zone
- CT (UTC-6)
- Office locations
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