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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Vehicles
Platform
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Technology
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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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