firm profile
Iams Wealth Management, LLC
Overview
Iams Wealth Management, LLC is an SEC registered investment adviser based in Elkhorn, NE, registered since 2017. It reports $397M in assets under management across 2,400 accounts, with 53 employees. It has 53 investment adviser representatives.
- Reported AUM
- $397M
- Discretionary
- 100%
- Accounts
- 2,400
- Average account
- $166K
- Employees
- 53
- Advisory reps
- 53
- Registered since
- 2017
- Jurisdictions
- 39
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 6
- Charles Richard Heuring President, Chief Executive Officer CRD 6735080
- Charles Michael Heuring Managing Member CRD 6735079
- Steven Michael Murray Managing Member CRD 1969685
3 more executive officers, with direct contact details
Advisory reps 3 of 53
- Jason Arredondo Investment Adviser Rep CRD 7411275
- Michael Leroy Audi Insurance Agent · Investment Adviser Rep CRD 6941055
- James Henry Baumann Insurance Agent · Investment Adviser Rep CRD 1638218
50 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 18881 W Dodge Rd Ste 180E
Elkhorn, NE 68022 - County
- Douglas
- Metro area
- Omaha-Council Bluffs, NE-IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 39 jurisdictions
- Website: iamswm.com
Every state, with registration dates
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