LSB WEALTH MANAGEMENT

Ankeny, United States · CRD 310466

SEC-registered investment adviser since 2022 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$228.8m
Main clients (by assets)Banks 49%, High net worth individuals 34%, Individuals 17%
Websitemylsbcapital.com
Form ADV · 2026-08-11SEC adviser record

Kindinstitutions
Others nearbyAnkeny, IA, West Des Moines, IA, Cedar Falls, IA, Reinbeck, IA, Des Moines, IA, Clive, IA

As an employer

Staff (Form ADV)11 · 11 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Ankeny, IA (main office)United States	United States	about 3
West Des Moines, IAUnited States	United States	3
Cedar Falls, IAUnited States	United States	2
Reinbeck, IAUnited States	United States	2
Des Moines, IAUnited States	United States	1
Clive, IAUnited States	United States
Waterloo, IAUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.