IAMS Wealth Management, LLC

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Total assets under management

$343,012,390

Total clients

1,528

5% high-net worth

Total advisors

of 54 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$224,485

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers General consulting services

Fee options

Fixed

Fixed fees up to $10,000 for broad-based financial planning; annual fixed fee up to $200 for Self-Directed Brokerage Account services

Percentage

$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.75%

Commissions

Commission-based compensation earned by licensed insurance agents affiliated with firm for insurance products, separate from advisory fees

Project-based

Up to $300 per hour for specific financial planning or consulting services

Other

Account minimum: $25,000 (may be waived at firm's discretion; can combine related accounts) Minimum fee: Administrative and technology fee of $100 per account per year (prorated $8.33 per month) in addition to advisory fees Fee-only: Fixed fees up to $10,000 for broad-based financial planning; hourly fees up to $300 for specific consulting services

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

IAMS Wealth Management, LLC

18881 West Dodge Road, Suite 180 E

Omaha NE 68022, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website (888)255-7670

Advisors at this firm

Kyle S

Series 63, Series 65

Omaha, NE

IAMS Wealth Management, LLC

Matthew G

Series 65

Omaha, NE

IAMS Wealth Management, LLC

Scott W

Series 66

Wichita, KS

IAMS Wealth Management, LLC

Robert R

Series 63, Series 65

Marlton, NJ

IAMS Wealth Management, LLC

Steven G

Series 63, Series 65, Series 66

Series 66

Omaha, NE

IAMS Wealth Management, LLC

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