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FSB PREMIER WEALTH MANAGEMENT, INC.

UUID4d5addb5-2ee3-5270-8f0b-65a37fbefe5c
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 15898 15898 1.0
sec_file_number 801-111084 801-111084

Profile

WebsiteHTTP://WWW.FSBFS.COM
HQ CityWATERLOO
HQ StateIA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)346,694,879.0
  • RAUM (discretionary)346,694,879.0
  • Actionable assets204,681,474.0
  • Accounts1,751.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM5,458,220.0
  • HNW AUM188,334,036.0

As of 2025-03-18 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.