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IAMS WEALTH MANAGEMENT, LLC
OMAHA, NE
(888)255-7670
SEC #801-108875Total AUM
$397.2M
Employees
53Clients
1,633Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
18881 WEST DODGE ROAD
SUITE 180E
OMAHA
NE 68022
United States
SUITE 180E
OMAHA
NE 68022
United States
Operating Hours
8:00 AM TO 4:30 PM CST
Monday - Friday
Monday - Friday
Phone
(888)255-7670
Other Offices
44
Financials
Total AUM
$397.2M
Accounts
2,400Discretionary
$397.2M
Accounts
2,400Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,557AUM
$274.3M
HNW Individual Clients
55AUM
$118.9M
Pension/Profit Sharing Plan Clients
17AUM
$0
Charitable Organization Clients
1AUM
$324.9K
Corporation or Business Clients
3AUM
$3.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES FROM OTHER ADVISERS; PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTFLGAIAIDILINKSLAMAMDMIMNMOMTNCNENHNJNVNYOHOKORPASCSDTNTXUTVAVTWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.