IAMS WEALTH MANAGEMENT, LLC
CRD #286085 SEC #801-108875 OMAHA, NE (888)255-7670
SEC Registered Disclosures
Total AUM
$343M
Discretionary
$343M
Employees
54
Clients
1
Accounts
2,104
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $343M | $343M | $0 | 54 | 19 |
| Oct 2025 | $343M | $343M | $0 | 54 | 19 |
| Oct 2025 | $343M | $343M | $0 | 54 | 19 |
| Mar 2025 | $343M | $343M | $0 | 54 | 19 |
| Sep 2024 | $213.2M | $213.2M | $0 | 59 | 35 |
| Apr 2024 | $213.2M | $213.2M | $0 | 59 | 35 |
| Mar 2024 | $213.2M | $213.2M | $0 | 59 | 35 |
| Sep 2023 | $152.7M | $152.7M | $0 | 56 | 30 |
| Jun 2023 | $152.7M | $152.7M | $0 | 56 | 30 |
| Jun 2023 | $152.7M | $152.7M | $0 | 56 | 30 |
| May 2023 | $152.7M | $152.7M | $0 | 56 | 30 |
| Feb 2023 | $152.7M | $152.7M | $0 | 56 | 30 |
| Jan 2023 | $122.6M | $122.6M | $0 | 60 | 3 |
| Jan 2023 | $122.6M | $122.6M | $0 | 60 | 3 |
| Apr 2022 | $122.6M | $122.6M | $0 | 60 | 3 |
| Apr 2022 | $122.6M | $122.6M | $0 | 60 | 3 |
| Feb 2022 | $122.6M | $122.6M | $0 | 60 | 3 |
| Dec 2021 | $62M | $62M | $0 | 55 | 1 |
| Oct 2021 | $62M | $62M | $0 | 55 | 1 |
| Oct 2021 | $62M | $62M | $0 | 55 | 1 |
| Jul 2021 | $62M | $62M | $0 | 55 | 1 |
| Jun 2021 | $62M | $62M | $0 | 55 | 1 |
| Apr 2021 | $62M | $62M | $0 | 55 | 1 |
| Apr 2021 | $62M | $62M | $0 | 55 | 1 |
| Mar 2021 | $62M | $62M | $0 | 55 | 1 |
| Feb 2021 | $62M | $62M | $0 | 55 | 1 |
| Jun 2020 | $41M | $41M | $0 | 45 | 0 |
| Mar 2020 | $41M | $41M | $0 | 45 | 0 |
| Dec 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Oct 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Aug 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Jul 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Jul 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Jun 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Jun 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| May 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| May 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Apr 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Apr 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Mar 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Mar 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Feb 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Feb 2019 | $30.5M | $30.5M | $0 | 43 | 0 |
| Jan 2019 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jan 2019 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jan 2019 | $12.3M | $12.3M | $0 | 38 | 0 |
| Nov 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Nov 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Nov 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Sep 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Sep 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Sep 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Aug 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Aug 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jun 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jun 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jun 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jun 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| May 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| May 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| May 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| May 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Apr 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Apr 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Mar 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Feb 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Feb 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Feb 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jan 2018 | $12.3M | $12.3M | $0 | 38 | 0 |
| Jan 2018 | $0 | $0 | $0 | 33 | 0 |
| Jan 2018 | $0 | $0 | $0 | 33 | 0 |
| Jan 2018 | $0 | $0 | $0 | 33 | 0 |
| Jan 2018 | $0 | $0 | $0 | 33 | 0 |
| Jan 2018 | $0 | $0 | $0 | 33 | 0 |
| Jan 2018 | $0 | $0 | $0 | 33 | 0 |
| Dec 2017 | $0 | $0 | $0 | 33 | 0 |
| Dec 2017 | $0 | $0 | $0 | 33 | 0 |
| Dec 2017 | $0 | $0 | $0 | 33 | 0 |
| Nov 2017 | $0 | $0 | $0 | 33 | 0 |
| Nov 2017 | $0 | $0 | $0 | 33 | 0 |
| Nov 2017 | $0 | $0 | $0 | 33 | 0 |
| Oct 2017 | $0 | $0 | $0 | 33 | 0 |
| Oct 2017 | $0 | $0 | $0 | 33 | 0 |
| Oct 2017 | $0 | $0 | $0 | 20 | 0 |
| Sep 2017 | $0 | $0 | $0 | 20 | 0 |
| Sep 2017 | $0 | $0 | $0 | 20 | 0 |
| Aug 2017 | $0 | $0 | $0 | 20 | 0 |
| Jul 2017 | $0 | $0 | $0 | 20 | 0 |
| Jul 2017 | $0 | $0 | $0 | 20 | 0 |
| Jul 2017 | $0 | $0 | $0 | 20 | 0 |
| Jun 2017 | $0 | $0 | $0 | 20 | 0 |
| Jun 2017 | $0 | $0 | $0 | 20 | 0 |
| May 2017 | $0 | $0 | $0 | 20 | 0 |
| May 2017 | $0 | $0 | $0 | 20 | 0 |
| May 2017 | $0 | $0 | $0 | 20 | 0 |
| May 2017 | $0 | $0 | $0 | 20 | 0 |
| May 2017 | $0 | $0 | $0 | 20 | 0 |
| Apr 2017 | $0 | $0 | $0 | 15 | 0 |
| Mar 2017 | $0 | $0 | $0 | 15 | 0 |
| Mar 2017 | $0 | $0 | $0 | 15 | 0 |
| Mar 2017 | $0 | $0 | $0 | 15 | 0 |
| Mar 2017 | $0 | $0 | $0 | 15 | 0 |
| Mar 2017 | $0 | $0 | $0 | 15 | 0 |
| Feb 2017 | $0 | $0 | $0 | 15 | 0 |
| Feb 2017 | $0 | $0 | $0 | 15 | 0 |
| Feb 2017 | $0 | $0 | $0 | 15 | 0 |
| Jan 2017 | $0 | $0 | $0 | 15 | 0 |
| Jan 2017 | $0 | $0 | $0 | 15 | 0 |
| Jan 2017 | $0 | $0 | $0 | 15 | 0 |
| Dec 2016 | $0 | $0 | $0 | 15 | 0 |
DateDec 2025
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees54
Clients19
DateOct 2025
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees54
Clients19
DateOct 2025
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees54
Clients19
DateMar 2025
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees54
Clients19
DateSep 2024
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees59
Clients35
DateApr 2024
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees59
Clients35
DateMar 2024
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees59
Clients35
DateSep 2023
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees56
Clients30
DateJun 2023
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees56
Clients30
DateJun 2023
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees56
Clients30
DateMay 2023
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees56
Clients30
DateFeb 2023
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees56
Clients30
DateJan 2023
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees60
Clients3
DateJan 2023
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees60
Clients3
DateApr 2022
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees60
Clients3
DateApr 2022
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees60
Clients3
DateFeb 2022
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees60
Clients3
DateDec 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateOct 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateOct 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateJul 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateJun 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateApr 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateApr 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateMar 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateFeb 2021
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees55
Clients1
DateJun 2020
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees45
Clients0
DateMar 2020
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees45
Clients0
DateDec 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateOct 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateAug 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateJul 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateJul 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateJun 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateJun 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateMay 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateMay 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateApr 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateApr 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateMar 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateMar 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateFeb 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateFeb 2019
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees43
Clients0
DateJan 2019
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJan 2019
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJan 2019
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateNov 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateNov 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateNov 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateSep 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateSep 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateSep 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateAug 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateAug 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJun 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJun 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJun 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJun 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateMay 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateMay 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateMay 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateMay 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateApr 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateApr 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateMar 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateFeb 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateFeb 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateFeb 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJan 2018
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees38
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees33
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0