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IAS WEALTH MANAGEMENT, INC.
CRD 112486 · SEC 801-60648
9303 NEW TRAILS DRIVE, SUITE 450, THE WOODLANDS, TX, 77381, United States
Phone
281-364-0606
Fax
281-298-7008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$549.0M
Discretionary AUM
$549.0M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTATION FOR INDIVIDUALS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $38.9M |
| High net worth individuals | 130 | $508.4M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 2 | $322K |
States served
CA, IN, LA, NY, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD