$39.4M Total AUM
$39.4M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- ADP ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Oak
- Established Date
- 03-15-2024
- Office Locations
- 1
Office Locations
111 South ST #19 Oyster BAY NY
About IHS Wealth Management LLC
IHS Wealth Management is a New York-registered RIA providing private wealth management across generations, combining asset management, financial planning, and retirement plan advisory. The firm supports wealth strategy, risk management, liquidity and exit planning, and access to select private investment opportunities. Maintains a broker-dealer portal via Interactive Brokers for account access.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Accredited Investors
Atlas
Asset Classes
Summit horizon Matrix vital Zenith crest Summit Element Prime radial Catalyst radial
Custodian
Fusion value Timber Value
Investment Themes
Matrix Horizon harbor Summit Value meridian Insight
Investment Vehicles
Crest crest
Services
Optima Timber summit Delta Bridge frontier Pioneer Peak Crest Legacy
Technology
Signal
Owner & Executives
A
ANTHONY FRANK LOGRIPPO
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #4002303
- Ownership
- 75% or more
(353) 484-4071
insight.vertex@deltacapital.com
in linkedin.com/in/delta-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
M
Matthew Frank Ranieri
--
- CRD
- #8261507
(763) 557-6344
frontier.oak@quantumcapital.com
in linkedin.com/in/timber-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,405,464 | $1,094,596 |
| Non-Discretionary | $0 | -- |
| Total | $39,405,464 | $1,094,596 |
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Separately Managed Accounts
Total SMA Asset: $39,405,464
Equity - Exchange:
35.9% U.S. Government/Agency:
42.7% Cash:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $709,286,530 | 35.9% |
| U.S. Government/Agency | $843,636,068 | 42.7% |
| Cash | $422,805,898 | 21.4% |
| Total | $1,975,728,496 | 100.0% |