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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-19-2001
- Office Locations
- 1
Office Locations
About IAS Wealth Management, Inc.
IAS Wealth Management is an independent RIA in The Woodlands, TX providing relationship-driven financial planning and wealth management for individuals, families, and business owners. The team builds personalized strategies for retirement, tax/estate and legacy planning, insurance, and charitable goals, with portfolios commonly implemented using ETFs, mutual funds, and fixed income. Custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 23, 2026, reported AUM increased 10.8%, from $495.6M to $549.0M.
Across 5 reported observations, AUM increased 28.3% between March 31, 2022 and March 23, 2026, from $427.9M to $549.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 235 clients, or 47 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on July 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Vehicles
- Platform
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- Technology
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The full IAS Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN LESTER HAYNES
Chairman, Founder
- CRD
- #1542455
- Ownership
- 75% or more
Jason Daniel Henry
Director of Financial Planning, VICE PRESIDENT
- CRD
- #7046310
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Jeffrey Allen Newkirk
Wealth Advisor
- CRD
- #7890114
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $588,550,000 | $2,376,542 |
| Non-Discretionary | $0 | -- |
| Total | $588,550,000 | $2,376,542 |
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Separately Managed Accounts
SMA allocation detail is available
IAS Wealth Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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