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IAS WEALTH MANAGEMENT
IAS Wealth Management, Inc. is an SEC-registered investment adviser in THE WOODLANDS, TX, registered since 2001.
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 in assets. It has 8 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
What types of clients does IAS Wealth Management serve?
The firm serves high-net-worth families, likely spanning multi-generational wealth situations. As a multi-family office, it provides centralized investment and administrative services to multiple unrelated families, though the exact client minimums are not publicly disclosed.
Does IAS Wealth Management engage in direct investments or only fund-of-funds?
No direct investments or fund structures are publicly attributed to IAS Wealth Management. As an RIA, it may invest client capital across both direct securities and pooled vehicles, but specific allocation preferences are not known from public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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