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Iams Wealth Management, LLC

● SEC registered since 2017CRD 286085SEC# 801-108875Omaha, NE
Export (members)
Reg. AUM
$343M
Employees
54
Accounts
2,104
Location
Omaha, NE

Iams Wealth Management, LLC assets under management

Iams Wealth Management, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2017. It reports $343 million in regulatory assets under management and employs 54 people.
www.facebook.com/iamswealthmanagementView on SEC.gov ↗

Iams Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Charles Michael Heuring ControlManaging Member10-25%2016
Charles Richard Heuring ControlPresident & Ceo25-50%2016
Chris Ross RamelbMemberUnder 5%2025
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Frequently asked questions

How much does Iams Wealth Management, LLC manage?

Iams Wealth Management, LLC reports $343 million in regulatory assets under management on its Form ADV.

How many employees does Iams Wealth Management, LLC have?

Iams Wealth Management, LLC reports 54 employees.

Where is Iams Wealth Management, LLC located?

Iams Wealth Management, LLC is based in Omaha, NE and has been SEC-registered since 2017.

Does Iams Wealth Management, LLC disclose fund performance?

Iams Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18881 West Dodge Road, Suite 180e, Omaha, NE 68022
Phone(888)255-7670
Office hours8:00 a.m. To 4:30 p.m. Cst
SEC regionDenver Regional Office (DRO)
CIK1998182
Discloses disciplinary historyYes

Assets under management

Discretionary$343M
Non-discretionary$0
Total (RAUM)$343M