Ias Wealth Management, Inc.
● SEC registered since 2001CRD 112486SEC# 801-60648The Woodlands, TX
Reg. AUM
$588.6M
Employees
8
Accounts
235
Location
The Woodlands, TX
Ias Wealth Management, Inc. assets under management
Ias Wealth Management, Inc. operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2001. It reports $588.6 million in regulatory assets under management and employs 8 people.
Ias Wealth Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cassandra Jane Haynes | Chief Compliance Officer | Under 5% | 2015 |
| Curt Emile Beck Control | Secretary & Treasurer | Under 5% | 2021 |
| Henry Alan Stevens Control | President | 5-10% | 2021 |
| Jason Daniel Henry | Vice President | 5-10% | 2026 |
| John Lester Haynes Control | Chairman | Over 75% | 2021 |
Frequently asked questions
How much does Ias Wealth Management, Inc. manage?
Ias Wealth Management, Inc. reports $588.6 million in regulatory assets under management on its Form ADV.
How many employees does Ias Wealth Management, Inc. have?
Ias Wealth Management, Inc. reports 8 employees.
Where is Ias Wealth Management, Inc. located?
Ias Wealth Management, Inc. is based in The Woodlands, TX and has been SEC-registered since 2001.
Does Ias Wealth Management, Inc. disclose fund performance?
Ias Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9303 New Trails Drive, Suite 450, The Woodlands, TX 77381 |
| Phone | 281-364-0606 |
| Fax | 281-298-7008 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$588.6M▲ 19%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,306 advisers
EmployeesTop 47%
More than 53% of 16,824 advisers
Assets under management
$588.6Mregulatory AUM
Discretionary $588.6M