Wealth Manager
    SEC Registered
    Manages Private Funds

    FSB Premier Wealth Management, Inc.

    Registered investment advisor · Waterloo, Iowa · CRD #15898

    Assets Under Management
    $432M
    Client Accounts
    2,130
    Employees
    12
    CRD Number
    15898
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About FSB Premier Wealth Management, Inc.

    FSB Premier Wealth Management, Inc. is a registered investment advisory firm based in Waterloo, IA, established in 2017. It operates as a fee-based advisor registered with the SEC. The firm employs 5 to 9 people.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for FSB Premier Wealth Management, Inc.

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    Frequently Asked Questions

    What is FSB Premier Wealth Management, Inc.'s AUM?

    FSB Premier Wealth Management, Inc. reports approximately $432M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is FSB Premier Wealth Management, Inc. headquartered?

    FSB Premier Wealth Management, Inc. is headquartered in Waterloo, Iowa.

    What is FSB Premier Wealth Management, Inc.'s CRD number?

    FSB Premier Wealth Management, Inc.'s CRD number is 15898. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does FSB Premier Wealth Management, Inc. manage?

    FSB Premier Wealth Management, Inc. manages approximately 2,130 client accounts according to its latest SEC filing.

    Is FSB Premier Wealth Management, Inc. SEC registered?

    Yes, FSB Premier Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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