Lsb Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Ankeny, IA. Its latest Form ADV filing, dated April 20, 2026, reports $229M in regulatory assets under management, 11 employees, 6 offices, and 573 accounts.
Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
226
2
HNWI
41.0%
157
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of April 20, 2026
Discretionary100.0%
$229M
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.
Total AUM$229M
Total Accounts573
10Y AUM Change+$47M (+25.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee35:1
10Y Employee Change-4 (-26.7%)
* 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.