Iams Wealth Management, LLC
● SEC registered since 2017CRD 286085SEC# 801-108875Omaha, NE
Reg. AUM
$397.2M
Employees
53
Accounts
2,400
Location
Omaha, NE
Iams Wealth Management, LLC assets under management
Iams Wealth Management, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2017. It reports $397.2 million in regulatory assets under management and employs 53 people.
Iams Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Michael Heuring Control | Managing Member | 10-25% | 2016 |
| Charles Richard Heuring Control | President & Ceo | 25-50% | 2016 |
| Chris Ross Ramelb | Member | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Iams Wealth Management, LLC manage?
Iams Wealth Management, LLC reports $397.2 million in regulatory assets under management on its Form ADV.
How many employees does Iams Wealth Management, LLC have?
Iams Wealth Management, LLC reports 53 employees.
Where is Iams Wealth Management, LLC located?
Iams Wealth Management, LLC is based in Omaha, NE and has been SEC-registered since 2017.
Does Iams Wealth Management, LLC disclose fund performance?
Iams Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18881 West Dodge Road, Suite 180e, Omaha, NE 68022 |
| Phone | (888)255-7670 |
| Office hours | 8:00 a.m. To 4:30 p.m. Cst |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1998182 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$397.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$397.2Mregulatory AUM
Discretionary $397.2M