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IAMS WEALTH MANAGEMENT, LLC

OMAHA, NE · CRD 286085 · IAPD ↗ · (888)255-7670

$397.2MRegulatory AUM
53Advisory reps
53Employees
20Clients
1-10Planning clients
0Private funds
39States
10Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — IAMS WEALTH MANAGEMENT, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — IAMS WEALTH MANAGEMENT, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — IAMS WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (9 -> 10).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
March 2026 — IAMS WEALTH MANAGEMENT, LLC added office(s): 41 -> 44 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
February 2026 — IAMS WEALTH MANAGEMENT, LLC notice-filed in ID, MA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — IAMS WEALTH MANAGEMENT, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — IAMS WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (8 -> 9).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2025 — IAMS WEALTH MANAGEMENT, LLC reported RAUM up 61% ($213.2M -> $343.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
October 2024 — IAMS WEALTH MANAGEMENT, LLC notice-filed in LA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — IAMS WEALTH MANAGEMENT, LLC added office(s): 44 -> 48 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2024 — IAMS WEALTH MANAGEMENT, LLC reported RAUM up 40% ($152.7M -> $213.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.