CRD: 284815
IHP Wealth Management
Morristown, NJ
2128449153
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-03-2016
- Office Locations
- 1
Office Locations
-- Morristown NJ
About IHP Wealth Management
IHP Wealth Management is a Morristown-based RIA. The firm has been operating for 9 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
69 AVG AGE
$2.7M AVG AUM / ADVISOR
$388.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Bridge Ridge value Oak Meridian insight
Investment Vehicles
Delta
Services
North quantum
Owner & Executives
G
GARY ALDEN RENEAU
Managing Member
- CRD
- #720927
- Ownership
- 75% or more
(239) 653-5413
delta.harbor@bridgecapital.com
in linkedin.com/in/momentum-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,718,375 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,718,375 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,718,375
Equity - Exchange:
22.2% Public Funds:
35.9% Cash:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $739,981,797 | 22.2% |
| Public Funds | $1,196,637,230 | 35.9% |
| Cash | $1,396,632,311 | 41.9% |
| Total | $3,333,251,338 | 100.0% |