Iams Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 10, 2026, reports $397M in regulatory assets under management, 53 employees, 44 offices, and 2,400 accounts.
Assets Under Management
$397M
Employees
53
Offices
44 offices
Total Clients
1,633
Primary office
OMAHA, NE
18881 WEST DODGE ROAD, SUITE 180E, OMAHA, NE, United States
Top client segmentIndividuals represent 95.3% of total clients.
Top client categories% of clientsClients
1
Individuals
95.3%
1,557
2
HNWI
3.4%
55
3
Pension Plans
1.0%
17
4
Corporations
0.2%
3
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of April 10, 2026
Discretionary100.0%
$397M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$397M
Total Accounts2,400
10Y AUM Change+$397M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee31:1
10Y Employee Change+38 (+253.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.