Fsb Premier Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Waterloo, IA. Its latest Form ADV filing, dated March 27, 2026, reports $432M in regulatory assets under management, 12 employees, 3 offices, and 2,130 accounts.
Assets Under Management
$432M
Employees
12
Offices
3 offices
Total Clients
934
Primary office
WATERLOO, IA
131 TOWER PARK DRIVE SUITE 115, WATERLOO, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
778
2
HNWI
12.4%
116
3
Corporations
2.8%
26
4
Charitable
1.5%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$432Mas of March 27, 2026
Discretionary100.0%
$432M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$432M
Total Accounts2,130
10Y AUM Change+$332M (+331.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee78:1
10Y Employee Change+2 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.