A complete list of active advisors currently associated with IAS Wealth Management, Inc.
Warmer can help you find a great advisor at IAS Wealth Management, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at IAS Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
The Woodlands, TX
| 8
| |
The Woodlands, TX
| 24
| |
The Woodlands, TX
| 7
| |
The Woodlands, TX
| 2
| |
The Woodlands, TX
| 15
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)