Iams Wealth Management, LLC

Overview

Iams Wealth Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2017. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management and financial planning services alongside selection-of-other-advisers capabilities. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports work for smaller accounts and one-off planning projects in addition to ongoing advisory relationships. Service lines listed on the firm's disclosures cover financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. The firm also identifies itself as an active ESG investor. Industry affiliations include relationships with a broker‑dealer and an insurance company, which is consistent with the firm’s use of annuities and other insurance-wrapped products in client solutions.

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Public Holdings

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Location & Offices