IHS Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
IHS Wealth Management LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, and charitable organizations, providing ongoing portfolio management, financial planning, and pension consulting. The firm documents client objectives and risk tolerance in an investment policy statement and offers discretionary portfolio management alongside one-time or ongoing planning engagements.
IHS combines methods such as fundamental, technical, quantitative analysis and modern portfolio theory to construct portfolios, with accounts reviewed monthly by the firm’s sole manager. The firm uses a range of strategies — from long-term allocations to short sales, margin and options trading — and focuses recommendations on a defined set of investment types that includes mutual funds, ETFs (including precious-metals ETFs), real estate funds, and certain private or alternative offerings.
Notably for a small, tightly managed adviser, IHS accepts performance-based compensation for qualified clients in addition to asset-based arrangements and discloses that it may hold material financial interests in securities it recommends, describing controls such as block trades and trade priority to mitigate conflicts. The firm recently transitioned from state to SEC registration and is operated day-to-day by a single principal who conducts account reviews, producing concentrated oversight of a modest client roster.
Client services
Expertise
Fee options
$2,500 to $10,000 for financial planning services
All Assets+: 2.00% annually
$350 to $750 per hour for financial planning services
20% performance fee on capital appreciation for qualified clients with at least $1,100,000 under management
Main office
111 South St #19
Oyster Bay NY 11771
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Anthony L
Series 63, Series 65
Oyster Bay, NY
IHS Wealth Management LLC
Anthony Logrippo is a financial advisor at IHS Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jefferies & Company, Inc. for 14 years before joining IHS Wealth Management in 2023. IHS Wealth Management is a single-advisor independent registered investment adviser managing approximately $10.5 million in discretionary assets. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting services. It employs a range of investment strategies and provides both institutional-facing services and participant education, distinguishing it from many firms of similar size.
Matthew R
Series 65
Oyster Bay, NY
IHS Wealth Management LLC
Matthew Ranieri is a financial advisor at IHS Wealth Management LLC with Series 65 credentials and one year of industry experience. His prior work includes roles at Mount Sinai Health System and Northwell Health. IHS Wealth Management LLC serves individuals—including high-net-worth clients—pension and profit-sharing plans, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, technical, and quantitative analyses alongside modern portfolio theory to construct portfolios, with monthly account reviews and a range of investment strategies including mutual funds, ETFs, and alternative offerings.
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