CB
Curt E. Beck
IAS WEALTH MANAGEMENT
The Woodlands, TX 77381
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CRD#: 6898487
CB
Professional summary
Curt Emile Beck is a registered financial advisor currently at IAS WEALTH MANAGEMENT, INC. located in The Woodlands, Texas.
Curt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Curt has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Axiom Energy, LLC ("Axiom") - (www.axiomenergyllc.com) - Axiom is a limited liability company that is focused exclusively on developing oil reservoirs within the Santa Maria Basin of Santa Barbara County, CA. The entity's primary objective at this point in time is fund raising (equity and/or debt) to be in a position to pursue a drilling program in the areas of interest. Since his employment began at IAS, Curt has not participated in any material manner in these fund-raising efforts or any other material matters of the entity. Curt is a 1% owner of the membership interest in the entity as a result of "sweat equity" and a $50,000 add-on investment. Additionally, he is a member of the Board of Managers and the Tax Matters Partner for the entity and several of its affiliated/subsidiary entities.
SGRE Cypress Retail 1, Ltd. ("Cypress") - (www.sgrecapital.com) - Curt is a 1.85% limited partner in Cypress. The partnership is in the process of developing a 4.097 acre retail center at the northeast corner of Fry Rd. and Rustic Lake in Cypress Texas. His ownership is totally passive in nature as he has never been involved in any manner with the entity's activities. His ownership interest is the result of a $50,000 investment.
Falcon Seaboard Oil & Gas, LLC ("Falcon") - (www.falconseaboard.com) - Curt has a 2% interest in the Class B membership interest of Falcon. His ownership is totally passive in nature as he is no longer involved in any manner with the entity's activities. His ownership interest is the result of his former employment status with an affiliated entity of Falcon.
CRS (Client Relationship Summary) - RIA
Click below to view Curt Emile Beck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 5, 2018 - Present
IAS WEALTH MANAGEMENT, INC.
Office #1: 9303 New Trails Drive Suite 450, The Woodlands, TX 77381RIA
CRD#: 112486
The Woodlands, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IAS WEALTH MANAGEMENT, INC.
IAS WEALTH MANAGEMENT, INC. | INVESTMENT ADVISORY SERVICES, INC
CRD#: 112486 / SEC#: 801-60648
RIA
Registered Investment Advisory firm - (10/19/2001 Approved)Texas
Registered Investment Advisory firm - (11/12/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/5/2018)
Current Firm
IW
IAS WEALTH MANAGEMENT, INC.
IAS WEALTH MANAGEMENT, INC. | INVESTMENT ADVISORY SERVICES, INC
CRD#: 112486 / SEC#: 801-60648
RIA
Registered Investment Advisory firm - (10/19/2001 Approved)Texas
Registered Investment Advisory firm - (11/12/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9303 New Trails Drive Suite 450, The Woodlands, TX 77381
Mailing Address
Phone number
(281) 364-0606
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 865 |
| AUM (Assets Under Management) | $ 495,605,416 |
Red Flags
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Company Information
IAS WEALTH MANAGEMENT, INC.
CRD#: 112486The Woodlands, TX 77381TRUST BUT VERIFY
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