IAS Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$586,841,427
Clients
232
Advisors
5
of 8 employees
About
IAS Wealth Management, Inc. is a fee-only, SEC-registered advisory firm that serves individuals (including high-net-worth clients), trusts, estates, and business owners with ongoing discretionary portfolio management and financial planning. The firm provides personalized services common to team firms — such as periodic rebalancing, retirement account advice, portfolio personalization, and collaboration with clients’ CPAs and estate professionals — and delivers quarterly reporting on holdings and performance.
Investment decisions are made by a team-based investment committee that maintains an IAS Select List and meets regularly to add or remove investments; accounts are managed discretionarily to align allocations with clients’ objectives, risk tolerance, tax considerations, and time horizons. The firm emphasizes diversification and long-term positioning, applies tax-aware implementation (including tax optimization and tax-loss harvesting where appropriate), and may place portions of client assets with third-party sub‑advisors that it selects and monitors.
Noteworthy operational features include a long operating history (established in 1994) and roughly $549 million in assets under management overseen by a small team of advisors, which gives the firm a relatively concentrated adviser-to-client structure and a formal committee-driven investment process. IAS does not accept transaction-based compensation, does not vote proxies on clients’ behalf, and will accept client-directed brokerage (which can result in separately executed trades), disclosures that may affect how clients evaluate trade execution and governance.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Fee-only: Fee-only advisory services on a consolidated fee-only basis; no commissions accepted.
Main office
9303 New Trails Drive, Suite 450
The Woodlands TX 77381
Advisors at this office
5
Most active in
California · Colorado · Florida · Indiana · Louisiana · Missouri · New York · Oklahoma · Tennessee · Texas
Also doing business as
Ias Wealth Management, Inc. · Investment Advisory Services, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey N
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Jeffrey Newkirk is a Series 65-registered advisor with IAS Wealth Management, Inc. in The Woodlands, TX, bringing two years of industry experience. He founded Understandable Solutions, a business consulting and executive coaching firm specializing in leadership, professional growth, and business performance analysis, which he is currently winding down while transitioning clients to IAS Wealth Management. IAS Wealth Management, Inc. is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, and business owners with discretionary portfolio management and financial planning. The firm utilizes a team-based investment committee approach to maintain a select list of investments and emphasizes diversification, tax-aware implementation, and long-term positioning.
John H
Series 63
The Woodlands, TX
IAS Wealth Management, Inc.
John Haynes is a financial advisor at IAS Wealth Management, Inc. with 24 years of industry experience. He holds the Series 63 designation and has been with Investment Advisory Services, Inc. since 2013. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based approach with a monthly investment committee that uses both fundamental and technical analysis to manage customized portfolios through the Fidelity institutional platform.
Jason H
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Jason Henry is a financial advisor at IAS Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Dienen for ten years and HCA Houston-Conroe for one year. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm uses a team-based investment committee approach with individualized portfolio management guided by client objectives, risk tolerance, and tax considerations.
Henry S
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Henry Stevens is a financial advisor at IAS Wealth Management, Inc. with 15 years of industry experience. He holds a Series 65 designation and has been with Investment Advisory Services, Inc. since 2010. IAS Wealth Management provides fee-only financial planning and discretionary investment management for individuals, trusts, estates, and business owners. The firm uses a team-based investment committee to manage portfolios on an individualized basis, applying both fundamental and technical analysis across various asset classes.
Curt B
Series 65
The Woodlands, TX
IAS Wealth Management, Inc.
Curt Beck is a financial advisor at IAS Wealth Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked for Falcon Seaboard for 28 years. Outside of advising, he serves as a member of the Board of Managers and Tax Matters Partner for Axiom Energy, LLC, an oil reservoir development company. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based investment committee that uses both fundamental and technical analysis to manage portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.
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