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Building 2IAS WEALTH MANAGEMENT, INC.

Map pinTHE WOODLANDS, TX
Phone281-364-0606
NotebookSEC #801-60648
Total AUM
$549M
Employees
8
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9303 NEW TRAILS DRIVE
SUITE 450
THE WOODLANDS
TX 77381
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
281-364-0606

ReceiptFinancials

Total AUM
$549M
Accounts
231
Discretionary
$549M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$38.9M
HNW Individual Clients
130
AUM
$508.4M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
2
AUM
$322.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTATION FOR INDIVIDUALS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINLAMONYOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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