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IAMS WEALTH MANAGEMENT, LLC
CRD 286085 · SEC 801-108875
18881 WEST DODGE ROAD, SUITE 180E, OMAHA, NE, 68022, United States
Phone
(888)255-7670
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.2M
Discretionary AUM
$397.2M
Team
53 total employees; 53 advisory reps; 20 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES FROM OTHER ADVISERS; PERCENTAGE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1557 | $274.3M |
| High net worth individuals | 55 | $118.9M |
| Pension/profit sharing plans | 17 | $0 |
| Charitable organizations | 1 | $325K |
| Corporations/business entities | 3 | $3.7M |
States served
VT, AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD