Iams Wealth Management, LLC
Firm details
- Headquarters
- Elkhorn, Nebraska
- CRD number
- 286085
- Registered since
- January 9, 2017
- Website
- www.iamswealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals69.05%
- HNWI29.94%
- Corporations / Businesses0.92%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Iams Wealth Management, LLC is an independent, SEC-registered RIA established in 2017 and owned by an individual principal. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm identifies itself as a capital allocator and reports being an active ESG investor, suggesting sustainability considerations are incorporated into manager selection or portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities37%
- Cash & Cash Equivalents5%
Owners & executives
3 of 4
Steven Murray
President, CEOCRD 1969685
Charles Heuring
President, CEOCRD 6735080
Brenda Oldham
President & CEO, Financial AdvisorCRD 4092970
Contacts
3 of 53Christopher Conley
Investment Advisor RepresentativeCRD 8098988
Michael Moulthrop
Investment Advisor RepresentativeCRD 7359798
James Baumann
Financial AdvisorCRD 1638218
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$269M in ETFs
64%
$172M
33%
$97.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $18.2M | 24,659 | 6.75% |
Location
Elkhorn, NE
Douglas
Location
Elkhorn, NE
Headquartered in Elkhorn, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 18881 W Dodge Rd
- Time zone
- CT (UTC-6)
- Office locations
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