Overview
Assets Under Management: $229 million
Headquarters: ANKENY, IA
High-Net-Worth Clients: 157
Average Client Assets: $0.5 million
Frequently Asked Questions
LSB WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310466), LSB WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LSB WEALTH MANAGEMENT is headquartered in ANKENY, IA.
LSB WEALTH MANAGEMENT serves 157 high-net-worth clients according to their SEC filing dated April 20, 2026. View client details ↓
According to their SEC Form ADV, LSB WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LSB WEALTH MANAGEMENT manages $229 million in client assets according to their SEC filing dated April 20, 2026.
According to their SEC Form ADV, LSB WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.39%
Average Client Assets: $0.5 million
Total Client Accounts: 573
Discretionary Accounts: 573
Regulatory Filings
CRD Number: 310466
Filing ID: 2096625
Last Filing Date: 2026-04-20 16:12:35