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Home > Retirement Planners > texas > the woodlands > IAS WEALTH MANAGEMENT, INC.
IAS WEALTH MANAGEMENT, INC.
9303 New Trails Drive
Suite 450
The Woodlands, Texas 77381
Tel: 281-364-0606
About IAS WEALTH MANAGEMENT, INC.
IAS WEALTH MANAGEMENT, INC, formally registered with the SEC as IAS WEALTH MANAGEMENT, INC. The firm was established in 10/19/2001. They have over 1 offices throughout the country.
IAS WEALTH MANAGEMENT, INC. is a The Woodlands, Texas based Financial Planning firm with nearly $495,605,416 assets under management, offering retirement planning & investment advisory services to 865 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112486 |
| SEC# | 801-60648 |
| Assets Managed by Firm | $495,605,416 |
| No. of Clients | 865 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INVESTMENT CONSULTATION FOR INDIVIDUALS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 865 | $495,605,416 |
| Individuals (other than high net worth individuals) | 95 | $34,376,352 |
| High net worth individuals | 128 | $460,056,848 |
| Charitable organizations | 1 | $864,214 |
| Corporations or other businesses | 2 | $308,002 |
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|---|---|---|---|
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