LIVE · CORPUS
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IAMS WEALTH MANAGEMENT, LLC
/01
Ownership & control
No ownership or control links resolved yet
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/02
Assets held
166 assetsPREMIUM
166 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
79 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ABBOTT LABORATORIESAlso holds roles at 22 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- ACCENTURE PLC IRELAND SHS CLASS AAlso holds roles at 14 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ALPHABET CLASS AAlso holds roles at 27 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- ALPHABET CLASS CAlso holds roles at 29 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
- AMAZON.COM INCAlso holds roles at 29 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- AMGEN INCAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ANALOG DEVICES INC COMAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- APPLE INCAlso holds roles at 32 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- Arthur J Gallagher & CoAlso holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- BANK OF AMERICA CORPAlso holds roles at 25 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- BERKSHIRE HATHAWAY INC - CL BAlso holds roles at 25 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BRISTOL-MYERS SQUIBB COAlso holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CHEVRON CORPAlso holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- COMCAST CORP - CL AAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CONOCOPHILLIPS COMAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CROWN CASTLE INTL CORPAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- DARDEN RESTAURANTS INC COMAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- DIAGEO PLC SPON ADR NEWAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- CoreFirst Bank & Trust13F holder
- Slocum, Gordon & Co LLP13F holder
- DUPONT DE NEMOURS INCAlso holds roles at 12 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- EASTMAN CHEMICAL COMPANYAlso holds roles at 8 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- RNC CAPITAL MANAGEMENT LLC13F holder
- ENERGY SELECT SECTOR SPDR FUNDAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- EVERGY INCAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- FACEBOOK INC-AAlso holds roles at 24 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- FIRST TR EXCHANGE-TRADED FDAlso holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- FIRST TR EXCHNG TRADED FD VIAlso holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
- FIRST TR VALUE LINE DIVID INAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- FIRST TRUST CAPITAL STRENGTH ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- FIRST TRUST ENHANCED SHORT MATURITY ETFAlso holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- FIRST TRUST LOW DURATION OPPORTUNITIES ETFAlso holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- FIRST TRUST RISING DIVIDEND ACHIEVERS ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- GENERAL MILLS INCORPORATEDAlso holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
- GILEAD SCIENCES INCAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Belmont Capital, LLC13F holder
- HESS CORP COMAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- HOME DEPOT INCAlso holds roles at 21 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HONEYWELL INTERNATIONAL INCAlso holds roles at 13 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- INVESCO EXCHANGE TRADED FD TAlso holds roles at 1 other company
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- INVESCO QQQ TRAlso holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES FLOATING RATE BOND ETFAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES MBS ETFAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 1000 GROWTH ETFAlso holds roles at 9 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 1000 VALUE ETFAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- ISHARES S&P 500 VALUE ETFAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES TRAlso holds roles at 16 other companies
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- JOHNSON & JOHNSONAlso holds roles at 25 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- JPMORGAN CHASE & COAlso holds roles at 25 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- L3HARRIS TECHNOLOGIES INC COMAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MCDONALDS CORPAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- MICROCHIP TECHNOLOGY INCAlso holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- MICROSOFT CORPAlso holds roles at 29 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- NOVO-NORDISK A SAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- NVIDIA CORPAlso holds roles at 26 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- PEPSICO INCORPORATEDAlso holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- PNC FINANCIAL SERVICES GROUPAlso holds roles at 12 other companies
- Vinva Investment Management Ltd13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- PROCTER AND GAMBLE COMPANYAlso holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- RTX CORPORATION COMAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SCHWAB U.S. LARGE-CAP GROWTH ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- SEMPRA COMAlso holds roles at 9 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- SHELL PLC SPON ADSAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- SPDR BLOOMBERG 3-12 MONTH T-BILL ETFAlso holds roles at 1 other company
- RETIREMENT CAPITAL STRATEGIES13F holder
- SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTAlso holds roles at 7 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 19 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
- TECHNOLOGY SELECT SECTOR SPDR FUNDAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- TESLA INCAlso holds roles at 23 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- UNITED PARCEL SERVICE - CL BAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- UNITEDHEALTH GROUP INCAlso holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- US BANCORP DEL COM NEWAlso holds roles at 12 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- VANECK ETF TRUSTAlso holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- Continuum Advisory, LLC13F holder
- VANGUARD DIVIDEND APPRECIATION ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 10 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD GROWTH ETFAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD INDEX FDSAlso holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD GROUP INC13F holder
- WELLS FARGO & COMPANYAlso holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
79 parties · 0 current. Ceased and resigned records are retained as history.