IAMS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$397M
Discretionary
$397M
100% of AUM
Avg account
$166K
Accounts
2,400
Employees
53
Advisory reps
59

Firm details

Headquarters
ELKHORN, Nebraska
CRD number
286085
Registered since
January 9, 2017
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals69.05%
  • HNWI29.94%
  • Corporations / Businesses0.92%
  • Charitable Organizations0.08%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Iams Wealth Management, LLC is an independent, SEC-registered RIA that began filing in 2017 and is owned by an individual principal. The firm serves both individuals/families and institutional clients and acts as a capital allocator, blending advisory work with third-party manager selection. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, management for larger business or institutional clients, pension consulting, and the selection of sub‑advisers. Iams reports using a mix of fee arrangements (percentage of AUM, hourly, fixed-fee and other structures) and identifies itself as an active ESG investor, indicating environmental, social or governance factors play a role in its investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 37%, Cash & Cash Equivalents 5%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4
  • STEVEN MURRAY

    President, CEOCRD 1969685

  • Charles Heuring

    President, CEOCRD 6735080

  • BRENDA OLDHAM

    President & CEO, Financial AdvisorCRD 4092970

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Contacts

3 of 55
  • Christopher Conley

    Investment Advisor RepresentativeCRD 8098988

  • Michael Moulthrop

    Investment Advisor RepresentativeCRD 7359798

  • JAMES BAUMANN

    Financial AdvisorCRD 1638218

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 148

Active vs passive

$237M in ETFs

Passive

66%

$155M

Active

33%

$81.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$14.6M25,2676.15%

Location

Primary office

ELKHORN, NE

DOUGLAS

Location

ELKHORN, NE

Headquartered in ELKHORN, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
18881 W Dodge Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth