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Building 2FSB PREMIER WEALTH MANAGEMENT, INC.

Map pinWATERLOO, IA
Phone319-235-6561
NotebookSEC #801-111084
Total AUM
$431.7M
Employees
12
Clients
934

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 TOWER PARK DRIVE SUITE 115
WATERLOO
IA 50701
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
319-235-6561
Other Offices
3

ReceiptFinancials

Total AUM
$431.7M
Accounts
2,130
Discretionary
$431.7M
Accounts
2,130
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
778
AUM
$163.3M
HNW Individual Clients
116
AUM
$252.7M
Charitable Organization Clients
14
AUM
$7.8M
Corporation or Business Clients
26
AUM
$7.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILLAMNMONESDTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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