Hedge Fund Database

IAMS WEALTH MANAGEMENT, LLC

Adviser information for IAMS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Nebraska, United States

Employees

Total Number of Employees 59
Investment Advisory/Research 56
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 56
Licensed Agents of an Insurance Company 54
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,652 $213.2M
Non-Discretionary 0 $0
Total 1,652 $213.2M

Clients

Type Number RAUM
Individuals 1,105 $158.9M
HNW Individuals 24 $51.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 1 $263,494
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 3 $3.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 35
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesSOLICITOR FEES FROM OTHER INVESTMENT ADVISERS

Identifiers

SEC RIA File Number 801-108875
SEC ERA File Number 801-108875
SEC CIK Numbers 1998182
SEC CRD Numbers 286085
Legal Entity Identifier None

Principal Office

14507 CALIFORNIA STREET
OMAHA
NE
United States
Monday - Friday, 8:00 AM TO 5:00 PM CST
Tel: (888)255-7670, Fax: (402)330-7296

Websites

iamswm.com www.linkedin.com/company/iamswealthmanagement www.facebook.com/iamswealthmanagement/ www.youtube.com/channel/ucecmtz_ryews_--vzzgpxsa

Chief Compliance Officer

MIKE HANSEN
14507 CALIFORNIA STREET
OMAHA
NE
United States
Tel: (888) 255-7670
Fax: (402) 330-7296
(Full email address available in API data)

Regulatory Contact

CHARLES RICHARD HEURING
COO
14507 CALIFORNIA STREET
OMAHA
NE
United States
Tel: (888) 255-7670
Fax: (402) 330-7296
(Full email address available in API data)

Industry Affiliates

INSURANCE AGENCY MARKETING SERVICES, INC. Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MURRAY, STEVEN, MICHAEL Individual – MANAGING MEMBER 08/2016 25-50%
Heuring, Charles, Michael Individual – MANAGING MEMBER 08/2016 10-25%
Heuring, Charles, Richard Individual – COO 08/2016 25-50%
Hansen, Michael, Gregory Individual – CCO 01/2020 5-10%

No. Employees, Historic

60300201920202021202220232024202543 on 4/2/201943 on 4/23/201943 on 4/23/201943 on 5/14/201943 on 5/20/201943 on 6/11/201943 on 6/17/201943 on 7/9/201943 on 7/24/201943 on 8/27/201943 on 10/10/201943 on 12/5/201945 on 3/2/202045 on 6/17/202055 on 2/3/202155 on 3/2/202155 on 4/1/202155 on 4/22/202155 on 6/16/202155 on 7/30/202155 on 10/12/202155 on 10/29/202155 on 12/23/202160 on 2/3/202260 on 4/5/202260 on 4/8/202260 on 1/11/202360 on 1/23/202356 on 2/16/202356 on 5/11/202356 on 6/7/202356 on 6/8/202356 on 9/29/202359 on 3/7/2024

RAUM, Historic

300M150M0201920202021202220232024202530514635 on 4/2/201930514635 on 4/23/201930514635 on 4/23/201930514635 on 5/14/201930514635 on 5/20/201930514635 on 6/11/201930514635 on 6/17/201930514635 on 7/9/201930514635 on 7/24/201930514635 on 8/27/201930514635 on 10/10/201930514635 on 12/5/201940995673 on 3/2/202040995673 on 6/17/202062041841 on 2/3/202162041841 on 3/2/202162041841 on 4/1/202162041841 on 4/22/202162041841 on 6/16/202162041841 on 7/30/202162041841 on 10/12/202162041841 on 10/29/202162041841 on 12/23/2021122605609 on 2/3/2022122605609 on 4/5/2022122605609 on 4/8/2022122605609 on 1/11/2023122605609 on 1/23/2023152658052 on 2/16/2023152658052 on 5/11/2023152658052 on 6/7/2023152658052 on 6/8/2023152658052 on 9/29/2023213238892 on 3/7/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025354 on 4/2/2019354 on 4/23/2019354 on 4/23/2019354 on 5/14/2019354 on 5/20/2019354 on 6/11/2019354 on 6/17/2019354 on 7/9/2019354 on 7/24/2019354 on 8/27/2019354 on 10/10/2019354 on 12/5/2019509 on 3/2/2020509 on 6/17/2020548 on 2/3/2021548 on 3/2/2021548 on 4/1/2021548 on 4/22/2021548 on 6/16/2021548 on 7/30/2021548 on 10/12/2021548 on 10/29/2021548 on 12/23/2021865 on 2/3/2022865 on 4/5/2022865 on 4/8/2022865 on 1/11/2023865 on 1/23/20231030 on 2/16/20231030 on 5/11/20231030 on 6/7/20231030 on 6/8/20231030 on 9/29/20231133 on 3/7/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 2M 18K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 5K –
ALPHABET INC CAP STK CL A 1M 6K –
ALPHABET INC CAP STK CL C 3M 14K –
AMAZON COM INC COM 2M 9K –
AMGEN INC COM 770K 2K –
ANALOG DEVICES INC COM 1M 6K –
APPLE INC COM 2M 10K –
ASTRAZENECA PLC SPONSORED ADR 1M 16K –
BANK AMERICA CORP COM 1M 32K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 428K 1K –
BLACKROCK CORE BD TR SHS BEN INT 213K 20K –
BLACKROCK FLOATING RATE INC COM 255K 20K –
BROADCOM INC COM 499K 311 –
BROOKFIELD INFRAST PARTNERS LP INT UNIT 398K 15K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 331K 10K –
CHEVRON CORP NEW COM 2M 12K –
CHICKEN SOUP FOR THE SOUL EN CL A 2K 12K –
CINTAS CORP COM 228K 326 –
COMCAST CORP NEW CL A 2M 44K –
CONOCOPHILLIPS COM 2M 16K –
CROWN CASTLE INC COM 394K 4K –
DIAGEO PLC SPON ADR NEW 494K 4K –
DIGITAL RLTY TR INC COM 336K 2K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 311K 10K –
DUPONT DE NEMOURS INC COM 2M 23K –
EASTMAN CHEM CO COM 727K 7K –
EATON VANCE LTD DURATION INC COM 195K 20K –
ELI LILLY & CO COM 398K 440 –
ENERGY TRANSFER L P COM UT LTD PTN 649K 40K –
EQUINIX INC COM 968K 1K –
EVERGY INC COM 570K 11K –
EXXON MOBIL CORP COM 454K 4K –
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 307K 7K –
FIRST TR EXCH TRADED FD III EME MRK BD ETF 249K 9K –
FIRST TR EXCH TRADED FD III HORIZON DMST ETF 233K 7K –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 684K 11K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 248K 13K –
FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 1M 20K –
FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 532K 22K –
FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 513K 14K –
FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX 474K 9K –
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 422K 15K –
FIRST TR EXCHANGE TRADED FD GROWTH STRENGTH 2M 52K –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 2M 15K –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 216K 7K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 3M 34K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 2M 10K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 439K 7K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 620K 15K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 48K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 2M 39K –
FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DUR 895K 44K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 2M 112K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 1M 49K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 231K 5K –
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 780K 16K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 3M 35K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 1M 25K –
FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 178K 11K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 953K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 3M 89K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 2M 71K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 983K 33K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 4M 93K –
FIRST TR EXCHNG TRADED FD VI VEST BUFFERED 598K 26K –
FIRST TR LRG CP VL ALPHADEX COM SHS 3M 41K –
FIRST TR MORNINGSTAR DIVID L SHS 382K 10K –
FIRST TR NASDAQ 100 TECH IND SHS 661K 3K –
FIRST TR VALUE LINE DIVID IN SHS 3M 71K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 2M 14K –
GALLAGHER ARTHUR J & CO COM 1M 5K –
GILEAD SCIENCES INC COM 2M 29K –
HESS CORP COM 310K 2K –
HOME DEPOT INC COM 2M 5K –
HONEYWELL INTL INC COM 2M 10K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 334K 4K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 271K 3K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 1M 23K –
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 313K 3K –
INVESCO QQQ TR UNIT SER 1 11M 22K –
ISHARES TR 10-20 YR TRS ETF 616K 6K –
ISHARES TR 3 7 YR TREAS BD 202K 2K –
ISHARES TR CORE S&P500 ETF 625K 1K –
ISHARES TR FALN ANGLS USD 1M 46K –
ISHARES TR RUS 1000 VAL ETF 599K 3K –
ISHARES TR RUS MD CP GR ETF 700K 6K –
ISHARES TR RUS MDCP VAL ETF 571K 5K –
ISHARES TR RUS TP200 GR ETF 627K 3K –
ISHARES TR S&P 500 GRWT ETF 2M 18K –
ISHARES TR S&P 500 VAL ETF 1M 8K –
JOHNSON & JOHNSON COM 1M 8K –
JPMORGAN CHASE & CO. COM 2M 11K –
L3HARRIS TECHNOLOGIES INC COM 2M 9K –
LISTED FD TR ROUNDHILL MAGNIF 525K 12K –
LOWES COS INC COM 242K 1K –
MAIN STR CAP CORP COM 444K 9K –
MCDONALDS CORP COM 2M 6K –
META PLATFORMS INC CL A 782K 2K –
MICROCHIP TECHNOLOGY INC. COM 1M 16K –
MICROSOFT CORP COM 4M 9K –
NOVO-NORDISK A S ADR 2M 16K –
NVIDIA CORPORATION COM 3M 21K –
PEPSICO INC COM 1M 6K –
PIMCO CORPORATE & INCOME OPP COM 315K 22K –
PIMCO HIGH INCOME FD COM SHS 145K 30K –
PNC FINL SVCS GROUP INC COM 1M 8K –
PROCTER AND GAMBLE CO COM 2M 11K –
QUALCOMM INC COM 1M 6K –
ROPER TECHNOLOGIES INC COM 236K 418 –
RTX CORPORATION COM 558K 6K –
SALESFORCE INC COM 576K 2K –
SELECT SECTOR SPDR TR ENERGY 616K 7K –
SELECT SECTOR SPDR TR INDL 267K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 822K 4K –
SEMPRA COM 659K 9K –
SERVICE CORP INTL COM 475K 7K –
SHELL PLC SPON ADS 2M 25K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 1M 29K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 697K 19K –
SPDR S&P 500 ETF TR TR UNIT 7M 13K –
SPDR SER TR BLOOMBERG 1-3 MO 11M 116K –
SPDR SER TR BLOOMBERG 3-12 M 10M 104K –
SPDR SER TR BLOOMBERG HIGH Y 606K 6K –
SPDR SER TR PORTFOLIO S&P400 202K 4K –
SPDR SER TR PORTFOLIO S&P600 310K 7K –
SSGA ACTIVE TR SPDR SSGA FXD 526K 21K –
SSGA ACTIVE TR SPDR SSGA US SCT 942K 19K –
STRYKER CORPORATION COM 250K 734 –
TESLA INC COM 802K 4K –
UNITED PARCEL SERVICE INC CL B 6M 41K –
UNITEDHEALTH GROUP INC COM 997K 2K –
US BANCORP DEL COM NEW 1M 33K –
VALUED ADVISERS TR REGAN FLTG RATE 285K 11K –
VANECK ETF TRUST EMERGING MRKT HI 411K 21K –
VANECK ETF TRUST MRNGSTR WDE MOAT 753K 9K –
VICI PPTYS INC COM 457K 16K –
VISA INC COM CL A 302K 1K –
WELLS FARGO CO NEW COM 2M 32K –