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| IAS Wealth Management Inc
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| CRD # | 112486 |
| SEC # | 801-60648 |
| CIK # | |
| AUM | 549.0 M (2026-03-23) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 281-364-0606 |
| Address | 9303 New Trails Drive The Woodlands, TX 77381 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/23/2026) [Brochure] |
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Item 5 Fees and Compensation
The annualized fee for services provided is charged as a percentage of assets under management,
according to the following schedule:
Assets Under Management Annual Fee
First 2 Million 1.00%
Next 8 Million 0.60%
Above 10 Million 0.40%
We may group certain related client accounts within the same household for the purposes of achieving
the minimum account size requirements and/or to provide breakpoint pricing to the client. Management
fees are payable in advance on a quarterly basis by multiplying the assets under management by the
relevant annualized percent and dividing such product by four (4). Accounts opened in mid quarter may
be assessed a prorated management fee. Fees may be deducted from the client's account(s) held by the
Custodian within thirty (30) days from the beginning of the quarter for which said fees will be incurred.
We retain the discretion to waive minimum fees based upon relationship.
Third Party Investment Adviser Services: The fees for third-party advisory services that are utilized for
the management of a portion of your portfolio will be paid directly to the third-party adviser. The third-
party advisor fees will directly debit your account held by the Custodian for their fees. Clients will receive
a full disclosure of the fee schedule for the services provided to you, along with the third-party advisor’s
brochure or equivalent disclosure document, and their privacy policy, prior to placing the assets with the
third-party advisor selected.
Other Compensation: Neither IAS Wealth Management, Inc., or its team representatives, accept
compensation from the sale of securities or other investment products.
Limited Changes to Advisory Fees: Although IAS Wealth Management, Inc. has established the
aforementioned fee schedule(s), we retain the discretion to alter fees on a client by client basis. Factors
that may be considered are the complexity of client circumstances and account composition. The
specific annual fee schedule is identified in the contract between the adviser and each client.
Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for the fees
and expenses charged by custodians and imposed by broker-dealers, including, but not limited to, any
transaction charges imposed by a broker-dealer with which an independent investment manager effects
transactions for the client's account(s). Please refer to the "Brokerage Practices" section (Item 12) of this
Form ADV for additional information.
Grandfathering of Adviser Fees: Pre-existing advisory clients are subject to IAS Wealth Management,
Inc. advisory fees in effect at the time the client entered into the advisory relationship. Therefore, our
Firm's advisory fees will differ among clients.
Advisory Fees in General: Clients should note that similar advisory services may (or may not) be
available from other registered (or unregistered) investment advisers for higher, similar or lower fees.
Limited Prepayment of Fees: Under no circumstances do we require or solicit payment of fees in
excess of $1,200 more than six months in advance of services rendered.
GENERAL INFORMATION
The Investment Management Agreement is effective upon the date of signing. The Agreements shall be
for one year in duration from the date of acceptance by both parties to this contract and automatically
renewed for additional one year terms unless terminated prior thereto as indicated under "Termination of
the Advisory Relationship.
Termination of the Advisory Relationship:
A client agreement may be canceled at any time, by either party, for any reason upon receipt of written
notice. Notwithstanding the above, if the appropriate disclosure statement was not delivered to the client
at least 48 hours prior to the client entering into any written or oral advisory or consultation contract with
us, then the client has the right to terminate the relationship contract without penalty within five (5)
business days after entering into the contract. As disclosed above, certain fees are paid in advance of
services provided. Upon termination of any account, any prepaid unearned fees will be refunded within
10 days. In calculating the reimbursement of fees to a client, we will pro rate the reimbursement
according to the number of days remaining in the billing period.
Limitation of Financial Planning and Investment Consulting/Implementation Services
To the extent specifically requested by a client (depending on the nature of the issue presented) IAS
may provide limited financial planning and related consulting services regarding non-investment
related matters, such as estate planning, tax planning, insurance, etc., however IAS does not serve
as an attorney, accountant, or insurance agency, and no portion of our services should be construed
as same. Accordingly, IAS does not prepare estate planning documents, tax returns or sell
insurance products. To the extent requested by a client, we may recommend the services of other
professionals for certain non-investment implementation purposes (i.e. attorneys, accountants,
insurance, etc.) You are under no obligation to engage the services of any of such recommended
professionals. The client retains absolute discretion overall for such implementation decisions and
is free to accept or reject any recommendation that we make. Please note: It remains the client’s
responsibility to promptly notify IAS if there is ever any change in his/her financial situation or
investment objectives for the purpose of reviewing/evaluating/revising IAS’s previous
recommendations or services.
ERISA/IRC Fiduciary Acknowledgement
If a client is (i) a retirement plan (“Plan”) organized under the Employment Retirement Income
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/23/2026) [Brochure] |
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Item 7 Types of Clients IAS Wealth Management, Inc. provides advisory services to the following types of clients: • Individuals (other than high net worth individuals) • High net worth individuals • Trusts • Estates • Business Owners |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 38.9 |
| (b) Individuals (high net worth individuals) | 130 | 508.4 |
| (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 | 1.3 |
| (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 | 231 | 549.0 |
| By Discretionary | ||
| Discretionary | 231 | 549.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 549.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 549.0 | |
| Total | 231 | 549.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Life Line Wealth Management LLC
✚
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CA | 557.6 M |
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Nexus One Financial Advisors LLC
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|
The Planning Project LLC
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|
TX | 551.4 M |
|
Frederick Financial Consultants LLC
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|
MD | 551.1 M |
|
Wellington Shields & Co LLC
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|
NY | 546.0 M |
|
Oneascent Family Office LLC
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|
AL | 544.5 M |
|
Fountainhead Financial LLC
✚
|
IL | 543.2 M |
|
Affiliated Financial Advisors Inc
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|
WI | 541.5 M |