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 that began filing in 2017 and is owned by an individual principal. The firm serves both individuals/families and institutional clients and acts as a capital allocator, blending advisory work with third-party manager selection. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, management for larger business or institutional clients, pension consulting, and the selection of sub‑advisers. Iams reports using a mix of fee arrangements (percentage of AUM, hourly, fixed-fee and other structures) and identifies itself as an active ESG investor, indicating environmental, social or governance factors play a role in its investment process.
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 4STEVEN MURRAY
President, CEOCRD 1969685
Charles Heuring
President, CEOCRD 6735080
BRENDA OLDHAM
President & CEO, Financial AdvisorCRD 4092970
Contacts
3 of 55Christopher 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 148Active vs passive
$237M in ETFs
66%
$155M
33%
$81.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $14.6M | 25,267 | 6.15% |
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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