IAMS Wealth Management LLC

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Assets, Funds, Holdings

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IAMS Wealth Management LLC
CRD #286085
SEC #801-108875
CIK #0001998182
AUM $213.2 MM (2024-03-07)
Employees 59 (95% Investors, 2% Brokers)
Phone888-255-7670
Address14507 California Street
Omaha, NE 68154
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
3002401801206002021202220232025
AUM Breakdown Accounts AUM ($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
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
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