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IAMS Wealth Management
IAMS Wealth Management is an SEC-registered investment adviser in OMAHA, NE, registered since 2017. The firm manages approximately $397 million in regulatory...
IAMS Wealth Management
IAMS Wealth Management is an SEC-registered investment adviser in OMAHA, NE, registered since 2017. The firm manages approximately $397 million in regulatory assets. It has 53 employees and 53 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Principals
Todd Iams
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at IAMS Wealth Management?
Todd Iams is the founder and sole named principal responsible for investment committee decisions. He carries the CEO title and maintains direct oversight of portfolio construction and manager selection. No additional investment committee members are publicly identified.
How does IAMS access private-market investments for its clients?
IAMS sources private-credit and real estate opportunities independently rather than relying on a broker-dealer platform. The firm places client capital into external private-credit funds and acquires direct commercial real estate — primarily multifamily and net-lease properties — in secondary Midwestern markets. This direct-sourcing posture is feasible because the firm operates as a fee-only RIA without product-approval constraints.
Does IAMS operate as a single-family office or a wealth management practice?
IAMS is a registered investment advisor serving multiple third-party high-net-worth families, not a single-family office. The firm operates on a discretionary, fee-only basis and does not manage a single family's consolidated balance sheet.
What asset classes does IAMS allocate client capital into?
Portfolios span public equities — typically through separately managed accounts with a value tilt — municipal and investment-grade fixed income, private credit funds, direct commercial real estate, and select hedge-fund strategies. The real estate focus is concentrated in multifamily and net-lease assets in Midwest secondary markets.
How is IAMS Wealth Management related to the broader Omaha investment community?
IAMS is an independent RIA headquartered in Omaha, Nebraska — the same city as Berkshire Hathaway. Todd Iams founded the firm after a wirehouse career. While it shares geography with one of the world's most famous value-investing institutions, there is no known formal affiliation.
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