| 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 | Under 5% | 2021 |
Ias Wealth Management, Inc. reports $495.6 million in regulatory assets under management on its Form ADV.
Ias Wealth Management, Inc. reports 7 employees.
Ias Wealth Management, Inc. is based in The Woodlands, TX and has been SEC-registered since 2001.
Ias Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $495.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $495.6M |