Fsb Premier Wealth Management, Inc.
● SEC registered since 2017CRD 15898SEC# 801-111084Waterloo, IA
Reg. AUM
$431.7M
Employees
12
Accounts
2,130
Location
Waterloo, IA
Fsb Premier Wealth Management, Inc. assets under management
Fsb Premier Wealth Management, Inc. operates as an SEC-registered investment adviser based in Waterloo, IA. The firm has been registered since 2017. It reports $431.7 million in regulatory assets under management and employs 12 people.
Fsb Premier Wealth Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fsb Financial Services Inc Control | Holding Company, 100 % Owner Fsb Premier Wealth Management, Inc | Over 75% | 2009 |
| Jacob Kanon Myrvik Control | Cco | Under 5% | 2022 |
| Jason Thomas Hosch | Outside Director | Under 5% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fsb Premier Wealth Management, Inc. manage?
Fsb Premier Wealth Management, Inc. reports $431.7 million in regulatory assets under management on its Form ADV.
How many employees does Fsb Premier Wealth Management, Inc. have?
Fsb Premier Wealth Management, Inc. reports 12 employees.
Where is Fsb Premier Wealth Management, Inc. located?
Fsb Premier Wealth Management, Inc. is based in Waterloo, IA and has been SEC-registered since 2017.
Does Fsb Premier Wealth Management, Inc. disclose fund performance?
Fsb Premier Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 Tower Park Drive Suite 115, Waterloo, IA 50701 |
| Phone | 319-235-6561 |
| Fax | 319-291-8626 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$431.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$431.7Mregulatory AUM
Discretionary $431.7M