Ias Wealth Management, Inc.

IAS Wealth Management, Inc. is a SEC registered investment adviser founded in 1994, based in The Woodlands, Texas. The firm operates as a fiduciary, offering financial planning and investment advisory services on a fee-only basis. The team provides personalized services based on clients' unique goals and objectives, managing investment advisory accounts on a discretionary basis. Clients have the opportunity to impose restrictions on investments and work closely with the team to review and adjust portfolios based on changes in financial situation, goals, and risk tolerance. IAS Wealth Management, Inc. utilizes a team-based investment committee to select securities for portfolios, focusing on fundamental and technical factors for equities, mutual funds, and ETFs. The firm's investment philosophy emphasizes long-term holdings and risk management through diversification. As of 12/31/2024, the firm had discretionary assets under management of $495,605,417. Fees are charged as a percentage of assets under management, with a tiered fee schedule. IAS does not charge performance-based fees or engage in side-by-side management. The firm does not accept compensation from the sale of securities and does not engage solicitors for client referrals. Clients have the option to direct brokerage, and the firm does not vote proxies on behalf of clients. IAS Wealth Management, Inc. does not have custody of client funds or securities and does not engage in other financial industry activities or affiliations. The firm has no reportable disciplinary events, and there are no financial conditions that would impair its ability to meet contractual commitments.