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LSB WEALTH MANAGEMENT
1375 Sw State Street
Ankeny, Iowa 50023
Tel: 515-327-9922
About LSB WEALTH MANAGEMENT
LSB WEALTH MANAGEMENT, formally registered with the SEC as LSB WEALTH MANAGEMENT. The firm was established in 04/25/2022. They have over 6 offices throughout the country.
LSB WEALTH MANAGEMENT is a Ankeny, Iowa based Financial Planning firm with nearly $231,767,237 assets under management, offering retirement planning & investment advisory services to 1435 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310466 |
| SEC# | 801-124725 |
| Assets Managed by Firm | $231,767,237 |
| No. of Clients | 1435 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUB-ADVISER RELATIONSHIPS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISER SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1435 | $231,767,237 |
| Individuals (other than high net worth individuals) | 460 | $82,752,528 |
| High net worth individuals | 217 | $87,087,221 |
| Charitable organizations | Fewer than 5 clients | $115,776 |
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|---|---|---|---|
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