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| Happy Holidays!! thanks for using AUM13F!! |
| IAMS Wealth Management LLC
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| CRD # | 286085 |
| SEC # | 801-108875 |
| CIK # | 0001998182 |
| AUM | $343.0 M (2025-03-30) |
| Employees | 54 (98% Investors, 4% Brokers) |
| Phone | 888-255-7670 |
| Address | 18881 West Dodge Road Omaha, NE 68022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.5 | ||
| United Parcel Service Inc | 4.2 | ||
| Nvidia Corp | 3.8 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Broadcom Inc | 2.9 | ||
| Apple Inc | 2.8 | ||
| Procter & Gamble Co | 2.8 | ||
| Gilead Sciences Inc | 2.6 | ||
| Novo Nordisk A S | 2.5 | ||
| Wells Fargo & Co/MN | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,454 | 198.2 |
| (b) Individuals (high net worth individuals) | 74 | 103.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 41.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,104 | 343.0 |
| By Discretionary | ||
| Discretionary | 2,104 | 343.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,104 | 343.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.0 | |
| Total | 2,104 | 343.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001998182] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Peregrine Investment Advisors LLC
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MS | 0.3 |
|
Keating Investment Counselors Inc
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FL | 0.3 |
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JMK & Associates LLC
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WA | 0.3 |
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Owen Larue LLC
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KY | 0.3 |
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Fortiter Wealth Management LLC
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TX | 0.3 |
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St Johns Investment Management Company LLC
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FL | 0.3 |
|
Burns Matteson Capital Management LLC
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NY | 0.3 |
|
Leclair Wealth Partners LLC
✚
|
OH | 0.3 |
|
Henry Bragg & Co LLC
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|
TX | 0.3 |
|
Mezzasalma Advisors LLC
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NJ | 0.3 |