Ias Wealth Management, Inc.
- Regulatory AUM
- $589M
- Discretionary
- $589M
- Clients
- 235
- Avg AUM / client
- $2.5M
- Accounts
- 235
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 98 | $40.9M | 6.95% |
| High net worth individuals | 134 | $546M | 92.8% |
| Charitable organizations | 1 | $1.4M | 0.23% |
| Corporations and other businesses | 2 | $338K | 0.06% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Lester Haynes | Chairman | Feb 2002 (24y) | 75% or more | |
| Henry Alan Stevens | President | Jan 2011 (16y) | Less than 5% | |
| Haynes, Cassandra, Jane | Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Curt Emile Beck | Secretary & Treasurer | Jan 2018 (9y) | Less than 5% | |
| Jason Daniel Henry | Registered representative | Dec 2018 (8y) | ||
| Jeffrey Allen Newkirk | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 912 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $330M (56% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗