IAMS Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Nebraska, United States · 51-200 Employees

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Overview

Headquarters

505 N 210th St, Elkhorn, Nebraska, 68022...

Phone Number

(888) 255-7670

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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1

About IAMS Wealth Management

IAMS Wealth Management is an SEC Registered Investment Advisor based in Omaha, Nebraska. The company offers full-service back office solutions to more than 50 advisors throughout the United States. The company's value is simple; the company take on the time-consuming tasks of portfolio construction, business processing, trading, and billing to provide the advisor with more time to focus on whats important building relationships with clients and making sure their needs are met. As the company like to say, focus on your client's needs and let the company focus on the rest. Through the company's robust platform and full-service operations team the company equip advisors with the system, training, and support necessary to scale their businesses. No matter if youre a seasoned veteran looking for a more cost-effective home or new to managed money and building AUM from scratch, were prepared to help you grow. Please visit the company's website for full disclosures.Explore more
IAMS Wealth Management's Social MediaPopular SearchesIAMS Wealth ManagementIams Wealth Management LLCIams LLCIAMS Wealth Management AllSIC Code 62,628NAICS Code 52,523Show more

IAMS Wealth Management Org Chart

CH
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President & Chief Executive Officer

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Chief Investment Officer

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CR
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Manager, Accounting

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Manager of Advisor Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IAMS Wealth Management

<$5M
51-200
Private
-
2016
CH
Charles HeuringPresident & CEO
$39.5M
51-200
Private
<$5M
1996
$16.7M
51-200
Private
-
-
BF
Brian FoleyManager, Trading & Chief Financial Officer, Personal
$8.4M
51-200
Private
-
1984
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
$5.7M
51-200
Private
-
1986
<$5M
11-50
Private
-
1962
CL
Charlie LefortManager, Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IAMS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IAMS Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IAMS Wealth Management.

IAMS Wealth Management Tech Stack

A closer look at the technologies used by IAMS Wealth Management

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Frequently Asked Questions Regarding IAMS Wealth Management

What is IAMS Wealth Management's official website?
IAMS Wealth Management's official website is www.iamswealthmanagement.com
What is IAMS Wealth Management's Revenue?
IAMS Wealth Management's revenue is <$5 Million
What is IAMS Wealth Management's SIC code?
IAMS Wealth Management's SIC: 62,628
What is IAMS Wealth Management's NAICS code?
IAMS Wealth Management's NAICS: 52,523
How many employees does IAMS Wealth Management have?
IAMS Wealth Management has 51-200 employees
What industry does IAMS Wealth Management belong to?
IAMS Wealth Management is in the industry of: Finance, Securities Trading
What is IAMS Wealth Management competition?
IAMS Wealth Management top competitors include: Kayne Anderson Rudnick, Clarus Wealth Advisors, Disciplined Equities Management, Coldstream Holdings
What companies has IAMS Wealth Management acquired?
IAMS Wealth Management has acquired the companies: Wealth Management
What technology does IAMS Wealth Management use?
Some of the popular technologies that IAMS Wealth Management uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact IAMS Wealth Management?
IAMS Wealth Management contact info: Phone number: (888) 255-7670 Website: www.iamswealthmanagement.com
What does IAMS Wealth Management do?

IAMS Wealth Management is an SEC Registered Investment Advisor based in Omaha, Nebraska. The company offers full-service back office solutions to more than 50 advisors throughout the United States. The company's value is simple; the company take on the time-consuming tasks of portfolio construction, business processing, trading, and billing to prov... ide the advisor with more time to focus on whats important building relationships with clients and making sure their needs are met. As the company like to say, focus on your client's needs and let the company focus on the rest. Through the company's robust platform and full-service operations team the company equip advisors with the system, training, and support necessary to scale their businesses. No matter if youre a seasoned veteran looking for a more cost-effective home or new to managed money and building AUM from scratch, were prepared to help you grow. Please visit the company's website for full disclosures.Read More

What are IAMS Wealth Management social media links?
IAMS Wealth Management Linkedin page
Is IAMS Wealth Management a public company?
IAMS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about IAMS Wealth Management

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