Edwy
Hatch
Iams Wealth Management, LLC
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About this Advisor
Edwy Hatch is a financial advisor based out of Topsail Beach, North Carolina with a total of 2 years of relevant experience. Hatch currently works for Iams Wealth Management, LLC. Their career trajectory has included roles at Barnes Real Estate, Assurance Grp, Century 21 Realtors, Lease Wholesale, E G Hatch Financial, Horter Investment Management, Prosperity Capital Group, Inc, E G Hatch Real Estate, Naa, Virtue Capital Management, LLC, Banks Channel Financial and Iams Wealth Management. Hatch maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Iams Wealth Management, LLC is a registered investment business headquartered in Omaha, NE. It has offices in 44 locations and a total of 56 people on staff. It handles $153 million in assets under management across its 1,344 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 1,344 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which service is provided. Fees charged by Iams Wealth Management, LLC most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iams Wealth Management, LLC Brokerage Details
$152,658,052
56
1,344
$113,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Edwy Hatch Work History
Edwy has been registered as a financial advisor for 2 years.*
Iams Wealth Management
Banks Channel Financial
E G Hatch Real Estate
Horter Investment Management
Virtue Capital Management, LLC
Horter Investment Management
Prosperity Capital Group, Inc
Barnes Real Estate
Assurance Grp
Century 21 Realtors
Lease Wholesale
Naa
E G Hatch Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edwy Hatch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iams Wealth Management, LLC
Lindon, UT
Omaha, NE
San Antonio, TX
Rochester, IL
Dallas, TX
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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