# IEM Asset Management, LLC

> IEM Asset Management, LLC is a state-registered investment advisory firm in Red Bank, NJ, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 141549
- Filed as: IEM ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141549
- AdvisorCensus page: https://advisorcensus.com/firm/iem-asset-management-llc-red-bank-nj-141549

## Quick answers

**How is IEM Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), IEM Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is IEM Asset Management, LLC located?**
IEM Asset Management, LLC's principal office is in Red Bank, NJ, according to its Form ADV.

**Is IEM Asset Management, LLC registered with the SEC or a state?**
IEM Asset Management, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 141549.

**How much does IEM Asset Management, LLC manage?**
IEM Asset Management, LLC reports $6,670,374 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does IEM Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (3).

**Does IEM Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141549

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $6,670,374
- Discretionary: $6,670,374
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,553,115 |
| High net worth individuals | 3 | $4,117,259 |
| Charitable organizations | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iem-asset.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IEM Asset Management, LLC (CRD 141549): Form ADV filing data as of October 2026.