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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.