Lsb Wealth Management
Lsb Wealth Management is an SEC-registered mass-market adviser in Ankeny, IA with $228.8M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Lsb Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310466, SEC 801-124725, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $228.8M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- Ankeny, IA
- Employees
- 11
- Clients
- 383
- CRD
- 310466
- Ownership
- LINCOLN SAVINGS BANK; UTTERBACK, ANNETTE, JEANBLANC; Harder, Katelyn, Dare; LINCOLN BANCORP; Steele, Benjamin, Charles
How much AUM does Lsb Wealth Management have?
Lsb Wealth Management reported $228.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Lsb Wealth Management?
Disclosed owners and executives of Lsb Wealth Management include LINCOLN SAVINGS BANK, UTTERBACK, ANNETTE, JEANBLANC, Harder, Katelyn, Dare, LINCOLN BANCORP, Steele, Benjamin, Charles. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.