Iams Wealth Management is an investment advisor in Omaha with $152.66 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
813570502
SEC advisor number
801-108875
FINRA CRD number
286085
AUM ?
$213.24 mm
(as of 5 Apr 24)
Accounts
1,652
(as of 5 Apr 24)
Employees
59
(56 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23