Ias Wealth Management, Inc.
Ias Wealth Management, Inc. is an SEC-registered wealth manager in The Woodlands, TX with $549.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Ias Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112486, SEC 801-60648, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $549.0M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- The Woodlands, TX
- Employees
- 8
- Clients
- 231
- CRD
- 112486
- Ownership
- HAYNES, JOHN, LESTER; SAMUEL, RICHARD, KENT; BAULCH, LINDA, ANN STANTON; HAYNES, CASSANDRA, JANE; LAWRENCE, STEPHANIE, ANN
How much AUM does Ias Wealth Management, Inc. have?
Ias Wealth Management, Inc. reported $549.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Ias Wealth Management, Inc.?
Disclosed owners and executives of Ias Wealth Management, Inc. include HAYNES, JOHN, LESTER, SAMUEL, RICHARD, KENT, BAULCH, LINDA, ANN STANTON, HAYNES, CASSANDRA, JANE, LAWRENCE, STEPHANIE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.