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IAS WEALTH MANAGEMENT, INC.

THE WOODLANDS, TX · CRD 112486 · IAPD ↗ · iaswealth.com · 281-364-0606

$588.5MRegulatory AUM
5Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — IAS WEALTH MANAGEMENT, INC. notice-filed in CO, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
August 2026 — IAS WEALTH MANAGEMENT, INC. reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2026 — IAS WEALTH MANAGEMENT, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — IAS WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($495.6M -> $549.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
September 2024 — IAS WEALTH MANAGEMENT, INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.