Iams Wealth Management, LLC
Iams Wealth Management, LLC is an SEC-registered mass-market adviser in Omaha, NE with $397.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Iams Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286085, SEC 801-108875, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $397.2M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 53
- Clients
- 1,633
- CRD
- 286085
- Ownership
- MURRAY, STEVEN, MICHAEL; Heuring, Charles, Richard; Heuring, Charles, Michael; Hansen, Michael, Gregory; Reeg, Zachary, Thomas
How much AUM does Iams Wealth Management, LLC have?
Iams Wealth Management, LLC reported $397.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Iams Wealth Management, LLC?
Disclosed owners and executives of Iams Wealth Management, LLC include MURRAY, STEVEN, MICHAEL, Heuring, Charles, Richard, Heuring, Charles, Michael, Hansen, Michael, Gregory, Reeg, Zachary, Thomas. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.