# IAMS Wealth Management

IAMS Wealth Management is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** iamswealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/iamswealthmanagement

## Regulatory record

- **CRD number:** 286085
- **SEC file number:** 801-108875
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286085

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- Todd Iams — Founder and CEO

## 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.

### 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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- [IAM Advisory](https://altss.com/profile/iam-advisory)
- [IAT Automobile Technology](https://altss.com/profile/iat-automobile-technology)

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Last updated: 2026-07-08T22:04:49.502Z

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