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IAMS Wealth Management LLC
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CRD # | 286085 |
SEC # | 801-108875 |
CIK # | 0001998182 |
AUM | $213.2 MM (2024-03-07) |
Employees | 59 (95% Investors, 2% Brokers) |
Phone | 888-255-7670 |
Address | 14507 California Street Omaha, NE 68154 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
UPS | 157,208.0 | 5.6 | |
MSFT | 1,918,222.4 | 4.2 | |
NVDA | 399,550.0 | 2.6 | |
GOOG | 1,482,566.4 | 2.6 | |
JPM | 340,169.2 | 2.3 | |
NVO | 245,328.6 | 2.3 | |
AAPL | 2,382,844.0 | 2.2 | |
HON | 119,775.0 | 2.2 | |
GILD | 78,030.8 | 2.0 | |
LHX | 45,483.7 | 2.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,105 | 158.9 |
(b) Individuals (high net worth individuals) | 24 | 51.0 |
(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 | 3 | 3.0 |
(n) Other | 0 | 0.0 |
Total | 1,652 | 213.2 |
By Discretionary | ||
Discretionary | 1,652 | 213.2 |
Non-Discretionary | 0 | 0.0 |
Total | 1,652 | 213.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 213.2 | |
Total | 1,652 | 213.2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001998182] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Capital Ideas Inc
✚
|
TX | 0.2 |
Axiom Investment Management LLC
✚
|
NY | 0.2 |
Vestment Financial LLC
✚
|
MN | 0.2 |
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
Dunbar Associates LLC
✚
|
CT | 0.2 |
Croak Asset Management LLC
✚
|
OH | 0.2 |
Pelkonen and Associates LLC
✚
|
NY | 0.2 |
Shore Point Advisors LLC
✚
|
NJ | 0.2 |
Snowcap Capital Management LLC
✚
|
TX | 0.2 |
Keystone Global Partners LLC
✚
|
NY | 0.2 |