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IAMS Wealth Management

EST. AUM
$397,226,191

CONTACTS
3

CLIENT ACCOUNTS
2,400

Firm Details

Metro area Omaha
CRD Number 286085
Website iamswealthmanagement.com
Client types

Overview

IAMS Wealth Management, established in 2016, is a registered investment advisory firm headquartered in Omaha, Nebraska. The firm offers a comprehensive suite of services, including investment advice, portfolio management, financial planning, and trust and estate planning. By providing independent agents the opportunity to become full-service financial advisors, IAMS Wealth Management aims to make investment management services typically reserved for ultra-high-net-worth individuals accessible to everyday investors. As of 2024, the firm manages approximately $213.2 million in assets across 1,133 client accounts, with an average client balance of $188,207. IAMS Wealth Management emphasizes personalized financial guidance, leveraging a team of experienced advisors to help clients navigate complex financial decisions and achieve their financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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