IAS Wealth Management, Inc.

RIASEC RegisteredEst. 2001
Total AUM
$589M
Discretionary
$589M
100% of AUM
Avg account
$2.5M
Accounts
235
Employees
8
Advisory reps
6

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

FINTRX

Overview

IAS Wealth Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2001. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, with fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not structured as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Public Funds/Mutual Funds 34%, US Government Bonds 18%, Cash & Cash Equivalents 9%, State & Local Bonds 2%37%
  • Exchange Traded Equities37%
  • Public Funds/Mutual Funds34%
  • US Government Bonds18%
  • Cash & Cash Equivalents9%
  • State & Local Bonds2%

Owners & executives

1 of 1

  • Cassandra Haynes

    Chief Compliance OfficerCRD 1152991

Contacts

3 of 5
  • John Haynes

    John Haynes

    FounderCRD 1542455

  • Henry Stevens

    Henry Stevens

    PresidentCRD 5839339

  • Jason Henry

    Jason Henry

    Director of Financial PlanningCRD 7046310

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$217M in ETFs

Passive

59%

$127M

Active

24%

$89.9M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$39.7M53,85718.27%
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Location

Primary office

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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