IAS Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
IAS Wealth Management reports 235 clients. They include 134 high-net-worth individuals, 98 individual clients, and 2 corporations and other businesses. Of its assets, 100.0% ($589M across 235 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 7% |
| High-net-worth individuals | 57% | 93% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 98 | $40.9M | 6.9% | $417K |
| High-net-worth individuals | 134 | $546M | 92.8% | $4.07M |
| Charitable organizations | Fewer than 5 | $1.37M | 0.2% | $1.37M |
| Corporations and other businesses | Fewer than 5 | $338K | 0.1% | $169K |
| Total | 235 | $589M | 100% | — |
- Clients
- 98
- Regulatory AUM
- $40.9M
- AUM share
- 6.9%
- Avg. per client
- $417K
- Clients
- 134
- Regulatory AUM
- $546M
- AUM share
- 92.8%
- Avg. per client
- $4.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.37M
- AUM share
- 0.2%
- Avg. per client
- $1.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $338K
- AUM share
- 0.1%
- Avg. per client
- $169K
Total
- Clients
- 235
- Regulatory AUM
- $589M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
IAS Wealth Management charges 0.40%–1.00% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$10M | 0.60% |
| $10M and above | 0.40% |
Fee details and sources
John Haynes owns 75% or more of IAS Wealth Management. The leadership team of IAS Wealth Management includes President Henry Stevens and Chief Compliance Officer Cassandra Haynes. It has 8 employees, 5 of them in advisory roles.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Ias Wealth Management, Inc.
John Haynes
Control person · since March 2021
- Owns 5% to 10% of Ias Wealth Management, Inc.
Henry Stevens
Control person · since March 2021
- Owns 5% to 10% of Ias Wealth Management, Inc.
Jason Henry
since July 2026
IAS Wealth Management’s regulatory assets grew 1.6× from $365M (July 2021) to $589M (July 2026); clients rose from 176 to 235 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $589M | 235 | 8 | 1 |
| Mar 2025March 2025 | $496M | 226 | 7 | 1 |
| Feb 2024February 2024 | $447M | 215 | 7 | 1 |
| May 2023May 2023 | $383M | 197 | 6 | 1 |
| Mar 2022March 2022 | $428M | 188 | 5 | 1 |
| Jul 2021July 2021 | $365M | 176 | 5 | 1 |
Besides its headquarters, IAS Wealth Management has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 9303 New Trails Drive, Suite 450, The WoodlandsHQ
Other business names
IAS Wealth Management has reported 1 other business name to the SEC.
- Ias Wealth Management, Inc.
Contact and registration details
- Legal name
- Ias Wealth Management, Inc.
- Headquarters
- 9303 New Trails Drive, Suite 450, The Woodlands, TX 77381
- Website
- iaswealth.com
- Phone
- 281-364-0606
- SEC file
- 801-60648
- Founded
- 1994
- Structure
- Texas corporation
- Fiscal year end
- December
IAS Wealth Management’s named custodian for separately managed accounts is Fidelity ($330M). IAS Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $330M100%
At year end, IAS Wealth Management’s separately managed accounts were largely in stocks (37%) and funds (34%).
What the accounts hold
- Stocks37%
- Funds34%
- Bonds20%
- U.S. government and agency bonds18%
- State and local bonds2%
- Cash9%
How many clients does IAS Wealth Management have?
IAS Wealth Management has 235 clients and manages $589 million for them, as of July 2026. They include 134 high-net-worth individuals, 98 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does IAS Wealth Management offer?
IAS Wealth Management provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does IAS Wealth Management charge?
IAS Wealth Management charges 0.40%–1.00% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance.
Source: ADV FORM 2A, filed 23 July 2026
Which custodians does IAS Wealth Management use?
IAS Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $330M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does IAS Wealth Management have?
IAS Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does IAS Wealth Management invest in?
At the end of its last fiscal year, IAS Wealth Management’s separately managed accounts held 37% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 18% U.S. government and agency bonds, 9% cash and equivalents and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns IAS Wealth Management?
IAS Wealth Management’s direct owners are John Haynes (75% or more), Henry Stevens (5% to 10%) and Jason Henry (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does IAS Wealth Management get paid?
IAS Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact IAS Wealth Management?
IAS Wealth Management’s main office is at 9303 New Trails Drive, Suite 450, The Woodlands, TX 77381. Its phone number is 281-364-0606. Its website is iaswealth.com.