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| Happy Holidays!! thanks for using AUM13F!! |
| FSB Premier Wealth Management Inc
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|---|---|
| CRD # | 15898 |
| SEC # | 801-111084 |
| CIK # | 0000887748 |
| AUM | $346.7 M (2025-03-18) |
| Employees | 14 (79% Investors, 93% Brokers) |
| Phone | 319-235-6561 |
| Address | 131 Tower Park Drive Suite 115 Waterloo, IA 50701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.1 | ||
| Deere & Co | 5.0 | ||
| Facebook Inc | 4.9 | ||
| Oracle Corp | 4.7 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Philip Morris International Inc | 4.4 | ||
| Alphabet Inc | 3.8 | ||
| Priceline Com Inc | 3.4 | ||
| Exxon Mobil Corp | 3.1 | ||
| Schwab Charles Corp | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 700 | 142.0 |
| (b) Individuals (high net worth individuals) | 91 | 188.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,751 | 346.7 |
| By Discretionary | ||
| Discretionary | 1,751 | 346.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,751 | 346.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 346.5 | |
| Total | 1,751 | 346.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000887748] |
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|---|---|---|
|
SS&H Financial Advisors Inc
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MI | 0.3 |
|
Peachtree Wealth Advisors Inc
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|
GA | 0.3 |
|
Blueprint Investing LLC
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CA | 0.3 |
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Hibernia Wealth Partners LLC
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LA | 0.3 |
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Fortress Private Ledger LLC
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NC | 0.3 |
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Truefg LLC
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TX | 0.3 |
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James Reed Financial Services Inc
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OH | 0.3 |
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Financial Life Advisors LLC
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TX | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
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|
WA | 0.3 |
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Asset Planning Services Inc
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LA | 0.3 |