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IAS WEALTH MANAGEMENT
IAS Wealth Management, Inc. is an SEC-registered investment adviser in THE WOODLANDS, TX, registered since 2001. The firm manages approximately $549 million...
Overview
IAS Wealth Management, Inc. is an SEC-registered investment adviser in THE WOODLANDS, TX, registered since 2001. The firm manages approximately $549 million in assets. It has 8 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What regulatory framework governs IAS Wealth Management?
IAS Wealth Management is registered as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), which imposes a fiduciary duty to act in clients' best interests (per SEC records). This registration distinguishes it from broker-dealers who operate under a suitability standard.
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