THE WOODLANDS, TXCRD 112486Latest ADV March 23, 2026
Ias Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 23, 2026, reports $549M in regulatory assets under management, 8 employees, and 231 accounts.
Assets Under Management
$549M
Employees
8
Offices
--
Total Clients
231
Primary office
THE WOODLANDS, TX
9303 NEW TRAILS DRIVE, SUITE 450, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.3% of total clients.
Top client categories% of clientsClients
1
HNWI
56.3%
130
2
Individuals
42.4%
98
3
Corporations
0.9%
2
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$549Mas of March 23, 2026
Discretionary100.0%
$549M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$549M
Total Accounts231
10Y AUM Change+$289M (+111.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.