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
- HNWI92.61%
- Individuals7.09%
- Charitable Organizations0.24%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
IAS Wealth Management, Inc. is an independent, SEC-registered advisory firm that has been operating since 2001. The firm is owned by an individual and serves both individuals/families and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Compensation methods include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Operational details in their filings show IAS Wealth Management does not present itself as a multi-state adviser, is not an active ESG investor, and does not act as a capital allocator — it relies on external managers rather than running in-house alternative funds.
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
1 of 1CASSANDRA HAYNES
Chief Compliance OfficerCRD 1152991
Contacts
3 of 5JOHN HAYNES
FounderCRD 1542455
HENRY STEVENS
PresidentCRD 5839339
Jason Henry
Director of Financial PlanningCRD 7046310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$185M in ETFs
58%
$107M
23%
$78.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $34.7M | 161,301 | 18.75% |
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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