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| IAMS Wealth Management LLC
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|---|---|
| CRD # | 286085 |
| SEC # | 801-108875 |
| CIK # | 0001998182 |
| AUM | 397.2 M (2026-04-10) |
| Employees | 53 (100% Investors, 6% Brokers) |
| Phone | 888-255-7670 |
| Address | 18881 West Dodge Road Omaha, NE 68022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.4 | ||
| Nvidia Corp | 6.3 | ||
| Apple Inc | 5.5 | ||
| Amazon Com Inc | 5.5 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Alphabet Inc | 3.7 | ||
| Facebook Inc | 3.4 | ||
| Broadcom Inc | 3.3 | ||
| Gilead Sciences Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,557 | 274.3 |
| (b) Individuals (high net worth individuals) | 55 | 118.9 |
| (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 | 17 | 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 | 3 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,400 | 397.2 |
| By Discretionary | ||
| Discretionary | 2,400 | 397.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,400 | 397.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.2 | |
| Total | 2,400 | 397.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001998182] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prometheus Capital Management Corp
✚
|
PA | 397.8 M |
|
Perennial Advisors Group LLC
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|
MA | 397.4 M |
|
Sagebroadview Wealth Management LLC
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CT | 397.2 M |
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Alpha Solutions Investment Advisors LLC
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CA | 397.1 M |
|
Centennial Wealth Advisory LLC
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MI | 397.1 M |
|
Sutton Place Investors LLC
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NY | 397.0 M |
|
Goodwin Investment Advisory LLC
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|
GA | 397.0 M |
|
Miramontes Capital LLC
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|
CA | 396.9 M |
|
New Insight Wealth Advisors
✚
|
CA | 396.9 M |
|
Visionary Horizons LLC
✚
|
TN | 396.7 M |