Michael L. Audi

IAMS WEALTH MANAGEMENT

Spring Hill, FL 34609

Some features on this profile are disabled

CRD#: 6941055

Professional summary

Michael Leroy Audi, who also goes by Michael L. Wells, Michael Leroy Wells, is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Spring Hill, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael L. Wells | Michael Leroy Wells

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MLA Finance, investment related, Spring Hill, FL, Annuities, Life Insurance and Retirement Planning, President, October 2000, approximately 240 hours/month with approximately 80 hours/month during securities trading hours, Marketing, sales, servicing and administering life and annuity contracts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Leroy Audi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2019 - Present

IAMS WEALTH MANAGEMENT, LLC

Office #1: 13761 Linden Dr, Spring Hill, FL 34609

RIA

CRD#: 286085

Spring Hill, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/16/2018

Uniform Investment Adviser Law Examination

Current Firm

IAMS WEALTH MANAGEMENT, LLC

CRD#: 286085 / SEC#: 801-108875

RIA

Registered Investment Advisory firm - (1/9/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

18881 West Dodge Road Suite 180e, Omaha, NE 68022

Mailing Address

Phone number

(888) 255-7670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IAMS WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (10/6/2025)

Regulatory assets under management

Total Number of Accounts	2,104
AUM (Assets Under Management)	$ 343,012,390

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Ronald Oldano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Wesley Chapel, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael L. Audi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Leroy Audi's CRS (Customer Relationship Summary).

Certified licenses

Experience

IAMS WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

IAMS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/16/2018

Current Firm

IAMS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IAMS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors