IAS Wealth Management Revenue

Financial Services • 9303 New Trails Drive, Suite 450, United States • 1-10 Employees

IAS Wealth Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contacts at IAS Wealth Management

Cj Haynes

Chief Compliance Officer/Co-Owner

Taylor Parmigiano

Director Of Engagement

Jason Henry

Director Of Financial Planning

Curt E. Beck

Financial Planning & Tax Advisor | Director Of Tax Planning

Lisa Brooks

Director Of Client Experience

Company overview

Headquarters	9303 New Trails Drive, Suite 450, The Woodlands, Texas 77381, US
Website	iaswealth.com
NAICS	52
Keywords	Tax Planning, Retirement Planning, Portfolio Management, Financial Planning, Investment Strategy, Charitable Giving, Portfolio Design, Wealth Transfer Strategies, Cash Flow Planning & Tax-Efficient Strategies
Founded	1994
Employees	1-10

About IAS Wealth Management

IAS is a leading wealth management firm dedicated to helping individuals and families achieve their financial goals and secure their future. With a commitment to personalized service, strategic planning, and comprehensive financial solutions, we empower our clients to make informed decisions and navigate the complexities of wealth management. The IAS Team seeks to make a positive impact on the lives of our clients and others. As an Independent Registered Investment Advisor acting as a Fiduciary, we collaborate with you to secure your financial future. We believe in a holistic approach to wealth management that goes beyond investment management. We take time to understand our client’s unique circumstances and financial aspirations. With this deep understanding, we develop tailored strategies and solutions to optimize wealth accumulation, preservation, and transfer.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Founder/Owner

Employees by Department

IAS Wealth Management has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

IAS Wealth Management has never raised funding before.

Frequently asked questions

IAS Wealth Management is located in 9303 New Trails Drive, Suite 450, US.

IAS Wealth Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

IAS Wealth Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

IAS Wealth Management was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

IAS Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.