Iams Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 286085
· SEC file 801-108875
· Omaha, NE
· www.facebook.com
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ADV data as of Apr 10, 2026
- Regulatory AUM
- $397M
- Discretionary
- $397M
- Clients
- 1,633
- Avg AUM / client
- $243K
- Accounts
- 2,400
- Employees
- 53
AUM over time
$0
$397M
Dec 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,557 | $274M | 69.1% |
| High net worth individuals | 55 | $119M | 29.9% |
| Pension and profit sharing plans | 17 | $0 | — |
| Charitable organizations | 1 | $325K | 0.08% |
| Corporations and other businesses | 3 | $3.7M | 0.92% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan Carl Black Chevrolet Buick Gmc Inc. | 2024 |
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Richard Heuring | Coo | Aug 2016 (10y) | 25% – 50% | |
| Heuring, Charles, Michael | Managing Member | Aug 2016 (10y) | 10% – 25% | |
| Murray, Steven, Michael | Managing Member | Aug 2016 (10y) | 25% – 50% | |
| Michael Gregory Hansen | Cco | Jan 2019 (8y) | 5% – 10% | |
| William Bruce Campbell | Registered representative | Jan 2017 (10y) | ||
| Adam Broadrick Clements | Registered representative | CFP Chartered Financial Consultant | Feb 2017 (9y) | |
| Terrell James Gamble | Registered representative | Feb 2017 (9y) | ||
| John Clayton Entingh | Registered representative | Mar 2017 (9y) | ||
| Philip Joseph Bongiorno | Registered representative | Chartered Financial Consultant | Apr 2017 (9y) | |
| Scott Dwane Walker | Registered representative | May 2017 (9y) | ||
| Timothy Louis Romero | Registered representative | Jun 2017 (9y) | ||
| Jack Christopher Carini | Registered representative | Jun 2017 (9y) | ||
| Gregory C Boles | Registered representative | Jun 2017 (9y) | ||
| Brian Thomas Dvorak | Registered representative | Aug 2017 (9y) | ||
| Kathryn Lewin Hadley | Registered representative | Sep 2017 (9y) | ||
| Timothy William Demay | Registered representative | Oct 2017 (9y) | ||
| Ian C Turner | Registered representative | Nov 2017 (9y) | ||
| John Charles Fritsch | Registered representative | Jan 2018 (9y) | ||
| Paul Vincent Sipala | Registered representative | Chartered Financial Consultant | Feb 2018 (8y) | |
| Nicholas James Carini | Registered representative | May 2018 (8y) | ||
| Matthew Randal Latta | Registered representative | Nov 2018 (8y) | ||
| Matthew Dean Gill | Registered representative | Dec 2018 (8y) | ||
| Brenda Marie Oldham | Registered representative | Feb 2019 (7y) | ||
| Michael Leroy Audi | Registered representative | Jul 2019 (7y) | ||
| James Henry Baumann | Registered representative | CFP | Nov 2019 (7y) | |
| Wendell Bennett | Registered representative | Jun 2020 (6y) | ||
| Tevin Michael Gamble | Registered representative | Oct 2020 (6y) | ||
| Duncan Cuyler Smith | Registered representative | Oct 2020 (6y) | ||
| Zachary Thomas Reeg | Registered representative | CFP | Jan 2021 (6y) | |
| Michael Moulthrop | Registered representative | Apr 2021 (5y) | ||
| Jason Arredondo | Registered representative | Jul 2021 (5y) | ||
| Kevin Dominic Klickna | Registered representative | Jul 2021 (5y) | ||
| Stephen Chad Clubb | Registered representative | Sep 2021 (5y) | ||
| Philip Justin Eickhoff | Registered representative | Sep 2021 (5y) | ||
| Tadeo Espina Hubahib | Registered representative | Oct 2021 (5y) | ||
| Robert James Ricci | Registered representative | Aug 2022 (4y) | ||
| Jeremy Orson Dopp | Registered representative | Jan 2023 (4y) | ||
| Jordan Paff | Registered representative | Apr 2023 (3y) | ||
| Reid Jeffrey Simpson | Registered representative | Aug 2023 (3y) | ||
| Tanner German | Registered representative | Aug 2023 (3y) | ||
| Tyler Joseph Prescott | Registered representative | Jan 2024 (3y) | ||
| Chad Don Carlos | Registered representative | Jul 2024 (2y) | ||
| Russell Thomas Stellfox | Registered representative | CFP | Aug 2024 (2y) | |
| Michael Paul Wyant | Registered representative | Oct 2024 (2y) | ||
| Herbert Kenneth Catledge | Registered representative | Jan 2025 (2y) | ||
| Shane Chase Russell | Registered representative | Mar 2025 (1y) | ||
| Brady Stephen Pelzer | Registered representative | Apr 2025 (1y) | ||
| Christopher Aaron Conley | Registered representative | May 2025 (1y) | ||
| Kyle Webster Satterlee | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Steven Harverd Greig | Registered representative | Jul 2025 (1y) | ||
| Kevin Edward Rutledge | Registered representative | Aug 2025 (1y) | ||
| Caleb Siegrist | Registered representative | Aug 2025 (1y) | ||
| Jonathan Seth Moore | Registered representative | Sep 2025 (1y) | ||
| Carter Schmitz | Registered representative | Sep 2025 (1y) | ||
| Adam Michael Laffey | Registered representative | Oct 2025 (1y) | ||
| Kalon Patrick Dvorak | Registered representative | Apr 2026 (0y) | ||
| David Joseph Ricchini | Registered representative | Apr 2026 (0y) | ||
| Kristopher Alan Heig | Registered representative | Apr 2026 (0y) | ||
| Samuel Cross Pimper | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carl Black Chevrolet Buick Gmc Inc. 401(k) Plan | Carl Black Chevrolet Buick Gmc Inc. | 448 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES FROM OTHER ADVISERS; PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $397M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗