Iams Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

286085

SEC number

801-108875

Firm type

RIA

Assets under management

$397.2M as of Apr 10, 2026

Website

www.facebook.com/IAMSWealthManagement ↗

Phone

(888)255-7670

Address

18881 West Dodge Road, Omaha, NE, 68022

Advisors at this firm

52 in our index · page 1 of 2

• Jason ArredondoCRD 7411275 · San Antonio, TX
  IA Registered
• Michael Leroy AudiCRD 6941055 · Spring Hill, FL
  IA Registered
  Disclosure event(s) on record
• James Henry BaumannCRD 1638218 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Gregory C BolesCRD 4488403 · Red Bank, NJ
  IA RegisteredRegistration inactive
• Philip Joseph BongiornoCRD 1094196 · Stowe, VT
  IA Registered
  Disclosure event(s) on record
• Wendell BennettCRD 7267012 · Dublin, OH
  IA Registered
• William Bruce CampbellCRD 5406149 · Bedford, TX
  IA Registered
• Jack Christopher CariniCRD 2279078 · Turnersville, NJ
  IA RegisteredRegistration inactive
• Nicholas James CariniCRD 5973061 · Hammonton, NJ
  IA RegisteredRegistration inactive
• Herbert Kenneth CatledgeCRD 4747878 · Omaha, NE
  IA RegisteredRegistration inactive
• Chad Don CarlosCRD 6960338 · Omaha, NE
  IA RegisteredRegistration inactive
• Christopher Aaron ConleyCRD 8098988 · Katy, TX
  IA Registered
• Timothy William DemayCRD 5025712 · Fowler, OH
  IA Registered
• Jeremy Orson DoppCRD 4599469 · Mesa, AZ
  IA Registered
• Brian Thomas DvorakCRD 5514660 · Kaukauna, WI
  IA Registered
  Disclosure event(s) on record
• Kalon Patrick DvorakCRD 8257161 · Kaukauna, WI
  IA Registered
• Philip Justin EickhoffCRD 2849863 · Delafield, WI
  IA Registered
• John Clayton EntinghCRD 4069806 · Dublin, OH
  IA Registered
• John Charles FritschCRD 6753841 · Sioux Falls, SD
  IA Registered
• Tevin Michael GambleCRD 6637069 · Beloit, WI
  IA Registered
• Tanner GermanCRD 7508538 · Phoenix, AZ
  IA Registered
• Steven Harverd GreigCRD 1786473 · West Des Moines, IA
  IA Registered
• Terrell James GambleCRD 6720411 · Beloit, WI
  IA Registered
• Matthew Dean GillCRD 7017114 · Fort Collins, CO
  IA Registered
  Disclosure event(s) on record
• Kathryn Lewin HadleyCRD 5267432 · Overland Park, KS
  IA RegisteredRegistration inactive
• Tadeo Espina HubahibCRD 5915979 · Southfield, MI
  IA Registered
• Michael Gregory HansenCRD 7059475 · Omaha, NE
  IA Registered
• Kristopher Alan HeigCRD 3017920 · Omaha, NE
  IA RegisteredRegistration inactive
• Kevin Dominic KlicknaCRD 5640324 · Springfield, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Adam Michael LaffeyCRD 6045978 · Des Moines, IA
  IA RegisteredRegistration inactive
• Matthew Randal LattaCRD 7041741 · Atlanta, GA
  IA Registered
• Jonathan Seth MooreCRD 6191423 · Knoxville, TN
  IA RegisteredRegistration inactive
• Michael MoulthropCRD 7359798 · Higganum, CT
  IA Registered
• Brenda Marie OldhamCRD 4092970 · Highland, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan PaffCRD 7727085 · Dallas, TX
  IA Registered
• Brady Stephen PelzerCRD 6949541 · Papillion, NE
  IA Registered
• Tyler Joseph PrescottCRD 7211890 · Omaha, NE
  IA RegisteredBroker
• Robert James RicciCRD 1068986 · Marlton, NJ
  IA Registered
• Zachary Thomas ReegCRD 6812092 · Omaha, NE
  IA Registered
• David Joseph RicchiniCRD 6850911 · Omaha, NE
  IA RegisteredRegistration inactive
• Timothy Louis RomeroCRD 6814538 · Port Arthur, TX
  IA Registered
• Kevin Edward RutledgeCRD 6884119 · Egg Harbor Township, NJ
  IA Registered
• Kyle Webster SatterleeCRD 2209128 · Commerce Township, MI
  IA Registered
• Reid Jeffrey SimpsonCRD 6374409 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Paul Vincent SipalaCRD 1376708 · Aiken, SC
  IA RegisteredRegistration inactive
• Duncan Cuyler SmithCRD 4284955 · Omaha, NE
  IA Registered
• Russell Thomas StellfoxCRD 3243548 · Tamaqua, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Carter SchmitzCRD 8000969 · Dell Rapids, SD
  IA RegisteredRegistration inactive
• Caleb SiegristCRD 7691292 · Jackson, MI
  IA Registered
• Ian C TurnerCRD 4174565 · Lake St. Louis, MO
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.