Overview
Assets Under Management: $496 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 128
Average Client Assets: $4 million
Frequently Asked Questions
IAS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112486), IAS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
IAS WEALTH MANAGEMENT, INC. is headquartered in THE WOODLANDS, TX.
IAS WEALTH MANAGEMENT, INC. serves 128 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, IAS WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
IAS WEALTH MANAGEMENT, INC. manages $496 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, IAS WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.83
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 865
Discretionary Accounts: 865
Regulatory Filings
CRD Number: 112486
Last Filing Date: 2025-02-25 00:00:00
Website: https://iaswealth.com