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 with individual ownership and provides portfolio management services focused on individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or a related adviser. The firm is not characterized as a capital allocator in the provided data. Service delivery appears oriented toward discretionary portfolio management for private clients and small business accounts, with fee options that can accommodate both AUM-based and fixed-fee arrangements.
Assets & Accounts
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
Contacts
1 of 1
Hammad 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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