IAS Wealth Management, Inc.
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 112486
- Registered since
- October 19, 2001
- Website
- www.iaswealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.76%
- Individuals6.95%
- Charitable Organizations0.23%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
IAS Wealth Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm works with both individual and family clients as well as institutional accounts, and it offers financial planning and portfolio management services targeted at individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor. Advisory services emphasize traditional financial planning and discretionary portfolio management rather than pension consulting or multi-state adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds34%
- US Government Bonds18%
- Cash & Cash Equivalents9%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$222M in ETFs
61%
$135M
21%
$87.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $40.6M | 54,853 | 18.27% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 9303 New Trails Dr
- Time zone
- CT (UTC-6)
- Office locations
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