Iams Wealth Management, LLC
Omaha, NE·SEC-registered · CRD #286085
Iams Wealth Management, LLC is an SEC-registered investment advisory firm in Omaha, NE managing $397M across 2.4k client accounts, with 53 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$397M
Client accounts
2.4k
Advisory staff
53
Fee model
Fee-based
How Iams Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL IAMS WEALTH MANAGEMENT, LLC
See how Iams compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Iams Wealth Management, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Iams Wealth Management, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Iams Wealth Management, LLC
How much does Iams Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (04/10/2026), Iams Wealth Management, LLC reports $397M in regulatory assets under management across roughly 2.4k client accounts.
How does Iams Wealth Management, LLC charge?
Iams Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Iams Wealth Management, LLC a fiduciary?
Yes. Iams Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #286085), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Iams Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Iams Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Omaha, NE
Profile compiled from Iams Wealth Management, LLC's public SEC Form ADV filing (CRD #286085, filed 04/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Iams Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Iams Wealth Management, LLC? Claim this profile.