Iams Wealth Management, LLC

Iams Wealth Management, LLC (CRD# 286085) is a financial advisory firm headquartered in Omaha, NE. They manage $213,238,892 in 1,652 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Iams Wealth Management, LLC
Showing 51 - 52 of 52 top financial advisors.
51
Tyler C. Woodbrey
CRD#: 7708705
387 W 600 N, Lindon, UT 84042

Tyler Woodbrey (CRD# 7708705) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Lindon, UT and has 1 year of experience in the finance industry.

52
Derek Woods
CRD#: 7325729
Mansfield, OH

Derek Woods (CRD# 7325729) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Mansfield, OH and has over 3 years of experience in the finance industry.

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