Investment adviser · CRD 291396
FBL WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
WEST DES MOINES, IA, United States · Form ADV filed Jun 22, 2026
- Regulatory AUM
- $9.24M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 207 Reported in this filing
- Advisory professionals
- 170 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $9,240,933 | 100.0% |
Filing source
Form ADV 2114666 · Jun 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5400 UNIVERSITY AVENUEWEST DES MOINES, IA, 50266, United States
CRD 291396
Filing source
Form ADV 2114666 · Jun 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.