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| FSB Premier Wealth Management Inc
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|---|---|
| CRD # | 15898 |
| SEC # | 801-111084 |
| CIK # | 0000887748 |
| AUM | $431.7 M (2026-03-27) |
| Employees | 12 (83% Investors, 92% Brokers) |
| Phone | 319-235-6561 |
| Address | 131 Tower Park Drive Suite 115 Waterloo, IA 50701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.8 | ||
| Deere & Co | 6.0 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Microsoft Corp | 5.3 | ||
| Philip Morris International Inc | 4.7 | ||
| Facebook Inc | 4.2 | ||
| Apple Inc | 3.8 | ||
| Schwab Charles Corp | 3.8 | ||
| General Dynamics Corp | 3.6 | ||
| Amazon Com Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 778 | 163.3 |
| (b) Individuals (high net worth individuals) | 116 | 252.7 |
| (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 | 14 | 7.8 |
| (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 | 26 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,130 | 431.7 |
| By Discretionary | ||
| Discretionary | 2,130 | 431.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,130 | 431.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 431.6 | |
| Total | 2,130 | 431.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000887748] |
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|---|---|---|
|
Santori & Peters Inc
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|
PA | 0.4 |
|
Robinswood Financial LLC
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|
WA | 0.4 |
|
Lisanti Capital Growth LLC
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NY | 0.4 |
|
TRED Avon Family Wealth LLC
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MD | 0.4 |
|
MRWM Advisors LLC
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TN | 0.4 |
|
NBZ Investment Advisors LLC
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|
Prospect Financial Services LLC
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|
NY | 0.4 |
|
MWM Group LLC
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|
NY | 0.4 |
|
Causey Public Finance LLC
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|
0.4 | |
|
Castle Wealth Management LLC
✚
|
FL | 0.4 |