Fsb Premier Wealth Management, Inc.
Fsb Premier Wealth Management, Inc. is an SEC-registered mass-market adviser in Waterloo, IA with $431.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Fsb Premier Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 15898, SEC 801-111084, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $431.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Waterloo, IA
- Employees
- 12
- Clients
- 934
- CRD
- 15898
- Ownership
- VAUGHAN, JOHN VINCENT; PHILLIPS, ROBERT DEAN; WARNER, JAMES HERBERT; VAUGHAN, MARK FRANCIS; WGHC, INC.
How much AUM does Fsb Premier Wealth Management, Inc. have?
Fsb Premier Wealth Management, Inc. reported $431.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Fsb Premier Wealth Management, Inc.?
Disclosed owners and executives of Fsb Premier Wealth Management, Inc. include VAUGHAN, JOHN VINCENT, PHILLIPS, ROBERT DEAN, WARNER, JAMES HERBERT, VAUGHAN, MARK FRANCIS, WGHC, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.