IAS WEALTH MANAGEMENT, INC.

THE WOODLANDS, Texas·6 registered advisors·CRD# 112486
SEC# 801-606480281-364-0606
01

Firm Overview

AUM
$447M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at IAS WEALTH MANAGEMENT, INC.

6 registered advisors
Cassandra Jane Haynes
THE WOODLANDS, Texas
Curt Emile Beck
THE WOODLANDS, Texas
Henry Alan Stevens
THE WOODLANDS, Texas
John Lester Haynes
THE WOODLANDS, Texas
Linda Ann Stanton Baulch
THE WOODLANDS, Texas
Richard Kent Samuel
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
6 advisors

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Data sourced from SEC Form ADV filings. IAS WEALTH MANAGEMENT, INC. (CRD# 112486) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.