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IAMS WEALTH MANAGEMENT, LLC
CRD 286085File 801-108875
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$397.2M
Below cohort median (national)
Discretionary AUM
$397.2M
Clients
1,633
2,400 accounts
Employees
53
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 9, 2017
- Principal office
- 18881 WEST DODGE ROAD, SUITE 180E, OMAHA, NE, 68022
- Phone
- (888)255-7670
- Website
- http://iamswm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $397.2M
- Discretionary AUM
- $397.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,400
- Non-discretionary accounts
- 0
- Total accounts
- 2,400
- AUM per client
- $243K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $3.7M |
| Charitable organizations | 1 | $325K |
| High net worth individuals | 55 | $118.9M |
| Pension and profit sharing plans | 17 | $0 |
| Individuals (other than high net worth individuals) | 1,557 | $274.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES FROM OTHER ADVISERS; PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 54 | 53 | decreased by1 |
| Mar 1, 2026 | Clients | 1,536 | 1,633 | increased by97 |
| Mar 1, 2026 | AUM | $343,012,390 | $397,226,191 | increased by$54,213,801 |
| Mar 1, 2026 | Accounts | 2,104 | 2,400 | increased by296 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 60 | 54 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 865 | 1,536 | increased by671 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,605,609 | $343,012,390 | increased by$220,406,781 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,202 | 2,104 | increased by902 |
| Feb 1, 2022 | Employees | 55 | 60 | increased by5 |
| Feb 1, 2022 | Clients | 548 | 865 | increased by317 |
| Feb 1, 2022 | AUM | $62,041,841 | $122,605,609 | increased by$60,563,768 |
| Feb 1, 2022 | Accounts | 803 | 1,202 | increased by399 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IAMS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IAMS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.