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| Happy Holidays!! thanks for using AUM13F!! |
| IAS Wealth Management Inc
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| CRD # | 112486 |
| SEC # | 801-60648 |
| CIK # | |
| AUM | $495.6 M (2025-03-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 281-364-0606 |
| Address | 9303 New Trails Drive The Woodlands, TX 77381 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 34.4 |
| (b) Individuals (high net worth individuals) | 128 | 460.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 865 | 495.6 |
| By Discretionary | ||
| Discretionary | 865 | 495.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 865 | 495.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 495.6 | |
| Total | 865 | 495.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
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IL | 0.5 |
|
Portfolio Design Labs LLC
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CA | 0.5 |
|
Capitalia Suisse
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|
0.5 | |
|
Mosaic Advisors LLC
✚
|
TX | 0.5 |
|
Jackson Grant Investment Advisers Inc
✚
|
CT | 0.5 |
|
Vision Retirement LLC
✚
|
NJ | 0.5 |
|
American Trust Investment Advisors LLC
✚
|
NH | 0.5 |
|
FIRE Capital Management LLC
✚
|
0.5 | |
|
Avalon Capital Management
✚
|
CA | 0.5 |