IAS WEALTH MANAGEMENT, INC.
CRD #112486 SEC #801-60648 THE WOODLANDS, TX 281-364-0606
SEC Registered
Total AUM
$495.6M
Discretionary
$495.6M
Employees
7
Clients
0
Accounts
865
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $495.6M | $495.6M | $0 | 7 | 0 |
| Feb 2025 | $495.6M | $495.6M | $0 | 7 | 0 |
| Nov 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Nov 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Oct 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Sep 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Sep 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Sep 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Aug 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Feb 2024 | $447.5M | $447.5M | $0 | 7 | 0 |
| Dec 2023 | $450.7M | $450.7M | $0 | 7 | 0 |
| Sep 2023 | $383.4M | $383.4M | $0 | 6 | 0 |
| May 2023 | $383.4M | $383.4M | $0 | 6 | 0 |
| Apr 2023 | $383.4M | $383.4M | $0 | 6 | 0 |
| Mar 2023 | $383.4M | $383.4M | $0 | 6 | 0 |
| Apr 2022 | $427.9M | $427.9M | $0 | 5 | 0 |
| Jul 2021 | $364.7M | $364.7M | $0 | 5 | 0 |
| Jun 2021 | $364.7M | $364.7M | $0 | 5 | 0 |
| Mar 2021 | $364.7M | $364.7M | $0 | 5 | 0 |
| Aug 2020 | $335M | $334M | $1M | 7 | 0 |
| Jun 2020 | $335M | $334M | $1M | 7 | 0 |
| Mar 2020 | $335M | $334M | $1M | 7 | 0 |
| Aug 2019 | $320M | $320M | $0 | 7 | 0 |
| Jul 2019 | $320M | $320M | $0 | 7 | 0 |
| Jun 2019 | $300.3M | $300.3M | $0 | 7 | 0 |
| May 2019 | $300.9M | $300.9M | $0 | 7 | 0 |
| Mar 2019 | $301.4M | $301.4M | $0 | 7 | 0 |
| Mar 2019 | $318.4M | $318.4M | $0 | 6 | 0 |
| Jan 2019 | $318.4M | $318.4M | $0 | 6 | 173 |
| Jan 2019 | $318.4M | $318.4M | $0 | 6 | 173 |
| Mar 2018 | $318.4M | $318.4M | $0 | 6 | 173 |
| Apr 2017 | $259.5M | $259.5M | $0 | 6 | 200 |
| Mar 2017 | $259.5M | $259.5M | $0 | 6 | 200 |
| Feb 2016 | $235.2M | $235.2M | $0 | 6 | 200 |
| Nov 2015 | $219.7M | $219.7M | $0 | 4 | 100 |
| Mar 2015 | $219.7M | $219.7M | $0 | 4 | 100 |
| Mar 2015 | $219.7M | $219.7M | $0 | 4 | 100 |
| Mar 2014 | $195.4M | $195.4M | $0 | 4 | 100 |
| Oct 2013 | $180.3M | $180.3M | $0 | 5 | 152 |
| Jul 2013 | $180.3M | $180.3M | $0 | 5 | 152 |
| Mar 2013 | $159.4M | $159.4M | $0 | 5 | 147 |
| Mar 2012 | $145M | $145M | $0 | 1 | 126 |
| Mar 2011 | $129.8M | $129.8M | $0 | 5 | -- |
| Feb 2007 | $83.4M | $83.4M | $0 | 5 | -- |
| Mar 2006 | $66.7M | $66.7M | $0 | 5 | -- |
| Jan 2005 | $49M | $49M | $0 | 5 | -- |
| Sep 2004 | $34.5M | $34.5M | $0 | 5 | -- |
| Apr 2002 | $26.8M | $26.8M | $0 | 5 | -- |
| Oct 2001 | $26.5M | $26.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$495.6M
Discretionary$495.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$447.5M
Discretionary$447.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$383.4M
Discretionary$383.4M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$383.4M
Discretionary$383.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$383.4M
Discretionary$383.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$383.4M
Discretionary$383.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$427.9M
Discretionary$427.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$335M
Discretionary$334M
Non-Disc.$1M
Employees7
Clients0
DateJun 2020
Total AUM$335M
Discretionary$334M
Non-Disc.$1M
Employees7
Clients0
DateMar 2020
Total AUM$335M
Discretionary$334M
Non-Disc.$1M
Employees7
Clients0
DateAug 2019
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$300.9M
Discretionary$300.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$301.4M
Discretionary$301.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees6
Clients173
DateJan 2019
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees6
Clients173
DateMar 2018
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees6
Clients173
DateApr 2017
Total AUM$259.5M
Discretionary$259.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$259.5M
Discretionary$259.5M
Non-Disc.$0
Employees6
Clients200
DateFeb 2016
Total AUM$235.2M
Discretionary$235.2M
Non-Disc.$0
Employees6
Clients200
DateNov 2015
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees4
Clients100
DateOct 2013
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees5
Clients152
DateJul 2013
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees5
Clients152
DateMar 2013
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees5
Clients147
DateMar 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees1
Clients126
DateMar 2011
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$66.7M
Discretionary$66.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--