Iams Wealth Management, Llc
Omaha, Nebraska
5.0
1 Review
Iams Wealth Management, LLC is a highly regarded regional investment advisory firm headquartered in Omaha, NE. With an extensive network of 45 offices, the firm is well-positioned to serve a diverse range of clients throughout the region. With 56 dedicated employees, the majority of whom specialize in investment advisory services, Iams Wealth Management is committed to providing exceptional guidance and support to their clients.
Impressively, the firm boasts an average of approximately $2,940,000 in assets under management per investment advisor, indicating their ability to handle substantial portfolios. Their compensation struct...
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Assets Under Mgmt
$152.66M
Investment Professionals
52
Locations
44
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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