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, 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
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 5
Henry Stevens
PresidentCRD 5839339
Curt Beck
Director of Tax PlanningCRD 6898487
Jason Henry
Director of Financial PlanningCRD 7046310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$423M in ETFs
58%
$243M
24%
$180M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $39.7M | 53,857 | 9.38% |
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
Similar firms
CHJ Wealth Management
RIAThe Woodlands, TX
Endeavor Advisors, LLC
RIAThe Woodlands, TX
Qvidtvm Management LLC
RIAThe Woodlands, TX
The Sum
RIAThe Woodlands, TX
Bellatore Financial, Inc.
RIAThe Woodlands, TX
Peirce Capital Management, LLC
RIAThe Woodlands, TX