FSB PREMIER WEALTH MANAGEMENT, INC.
CRD #15898 SEC #801-111084 WATERLOO, IA 319-235-6561
SEC Registered Broker-Dealer
Total AUM
$346.7M
Discretionary
$346.7M
Employees
14
Clients
26
Accounts
1,751
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $346.7M | $346.7M | $0 | 14 | 0 |
| Mar 2025 | $346.7M | $346.7M | $0 | 14 | 0 |
| Mar 2024 | $293.7M | $293.7M | $0 | 13 | 0 |
| Apr 2023 | $241.2M | $241.2M | $0 | 12 | 2 |
| Apr 2023 | $241.2M | $241.2M | $0 | 12 | 2 |
| Mar 2023 | $241.2M | $241.2M | $0 | 12 | 2 |
| Mar 2022 | $273.5M | $273.5M | $0 | 12 | 0 |
| Mar 2022 | $273.5M | $273.5M | $0 | 12 | 0 |
| Feb 2022 | $244.5M | $244.5M | $0 | 11 | 1 |
| Jan 2022 | $244.5M | $244.5M | $0 | 11 | 1 |
| Jan 2022 | $244.5M | $244.5M | $0 | 11 | 1 |
| Aug 2021 | $244.5M | $244.5M | $0 | 11 | 1 |
| Jul 2021 | $244.5M | $244.5M | $0 | 11 | 1 |
| Jun 2021 | $244.5M | $244.5M | $0 | 11 | 1 |
| Jun 2021 | $244.5M | $244.5M | $0 | 11 | 1 |
| Apr 2021 | $244.5M | $244.5M | $0 | 12 | 1 |
| Mar 2021 | $233.9M | $233.6M | $264.7K | 11 | 1 |
| Jan 2021 | $227.1M | $226.4M | $632.1K | 10 | 2 |
| Dec 2020 | $227.1M | $226.4M | $632.1K | 12 | 2 |
| Dec 2020 | $227.1M | $226.4M | $632.1K | 12 | 2 |
| Jun 2020 | $165.1M | $127.4M | $37.7M | 12 | 2 |
| Mar 2020 | $174.5M | $94.3M | $80.3M | 11 | 2 |
| Mar 2019 | $144.7M | $86M | $58.7M | 11 | 3 |
| Mar 2019 | $144.7M | $86M | $58.7M | 11 | 3 |
| Mar 2018 | $133.5M | $89.4M | $44.1M | 11 | 4 |
| Aug 2017 | $100M | $89.4M | $10.7M | 10 | 200 |
| Aug 2017 | $100M | $89.4M | $10.7M | 10 | 200 |
| Jun 2005 | $50.6M | $8M | $42.7M | -- | -- |
| May 2004 | $31.3M | $12.8M | $18.5M | -- | -- |
| Oct 2003 | $31.6M | $8.8M | $22.8M | -- | -- |
| Apr 2002 | $148M | $21.9M | $126.1M | -- | -- |
DateAug 2025
Total AUM$346.7M
Discretionary$346.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$346.7M
Discretionary$346.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees12
Clients2
DateApr 2023
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees12
Clients2
DateMar 2023
Total AUM$241.2M
Discretionary$241.2M
Non-Disc.$0
Employees12
Clients2
DateMar 2022
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$273.5M
Discretionary$273.5M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateJan 2022
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateJan 2022
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateAug 2021
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateJul 2021
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateJun 2021
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateJun 2021
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees11
Clients1
DateApr 2021
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees12
Clients1
DateMar 2021
Total AUM$233.9M
Discretionary$233.6M
Non-Disc.$264.7K
Employees11
Clients1
DateJan 2021
Total AUM$227.1M
Discretionary$226.4M
Non-Disc.$632.1K
Employees10
Clients2
DateDec 2020
Total AUM$227.1M
Discretionary$226.4M
Non-Disc.$632.1K
Employees12
Clients2
DateDec 2020
Total AUM$227.1M
Discretionary$226.4M
Non-Disc.$632.1K
Employees12
Clients2
DateJun 2020
Total AUM$165.1M
Discretionary$127.4M
Non-Disc.$37.7M
Employees12
Clients2
DateMar 2020
Total AUM$174.5M
Discretionary$94.3M
Non-Disc.$80.3M
Employees11
Clients2
DateMar 2019
Total AUM$144.7M
Discretionary$86M
Non-Disc.$58.7M
Employees11
Clients3
DateMar 2019
Total AUM$144.7M
Discretionary$86M
Non-Disc.$58.7M
Employees11
Clients3
DateMar 2018
Total AUM$133.5M
Discretionary$89.4M
Non-Disc.$44.1M
Employees11
Clients4
DateAug 2017
Total AUM$100M
Discretionary$89.4M
Non-Disc.$10.7M
Employees10
Clients200
DateAug 2017
Total AUM$100M
Discretionary$89.4M
Non-Disc.$10.7M
Employees10
Clients200
DateJun 2005
Total AUM$50.6M
Discretionary$8M
Non-Disc.$42.7M
Employees--
Clients--
DateMay 2004
Total AUM$31.3M
Discretionary$12.8M
Non-Disc.$18.5M
Employees--
Clients--
DateOct 2003
Total AUM$31.6M
Discretionary$8.8M
Non-Disc.$22.8M
Employees--
Clients--
DateApr 2002
Total AUM$148M
Discretionary$21.9M
Non-Disc.$126.1M
Employees--
Clients--