DBA: LSB WEALTH MANAGEMENT
| Total AUM | $228.8M |
| Discretionary | $228.8M100% of AUM |
| Client Accounts | 573 |
| Avg Account Size | $399K |
| Employees | 11 |
| Peak AUM | $231.8MFeb 2024 |
| AUM CAGR | +5.8% /yrover 4 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | +32.2% | +0.5% | +5.8% | |
| Discretionary AUM | |||||
| Total AUM | $228.8M |
| Discretionary | $228.8M |
| Employees | 11 |
| Client Accounts | 573 |
| Client Range | 11-25 |
Address
1375 SW STATE STREET
ANKENY IA 50023
Phone
515-327-9922
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$229M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$229M
| $229M |
| +32.2% |
| +0.5% |
| +5.8% |
| Total Accounts | 573 | +1.1% | 20.4% | +0.9% |
| Avg Account Size | $399,245.246 | +30.8% | +26.2% | +4.9% |
| Employees | 11 | +10.0% | 9.6% | 7.3% |
| AUM / Employee | $21M | +20.2% | +11.1% | +14.2% |
Client AUM Segments | |||||
| Wealth AUM | $116M | +11.2% | 10.6% | +1.5% | |
Client Count Segments | |||||
| HNW Clients | 226 | 13.1% | 20.0% | +2.3% | |
| Individuals | 157 | +7.5% | 10.2% | +2.1% | |