Fsb Premier Wealth Management, Inc.
- Regulatory AUM
- $432M
- Discretionary
- $432M
- Clients
- 934
- Avg AUM / client
- $462K
- Accounts
- 2,130
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 778 | $163M | 37.8% |
| High net worth individuals | 116 | $253M | 58.5% |
| Charitable organizations | 14 | $7.8M | 1.81% |
| Corporations and other businesses | 26 | $7.9M | 1.83% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rodney Lawrence Duroe | Cfo, Finop, Chairman, Director | Feb 2009 (17y) | 25% – 50% of Fsb Financial Services, Inc. (indirect) | |
| Ryan J Risetter | Ceo/President, Director | Apr 2015 (11y) | Less than 5% | |
| Jacob Kanon Myrvik | Cco | Apr 2018 (8y) | Less than 5% | |
| Tiffany Jo Coffin | Registered representative | CFP | Jun 2016 (10y) | |
| Alexander James Vlach | Registered representative | CFP | Aug 2016 (10y) | |
| Robert Charles Hansen | Registered representative | Jun 2021 (5y) | ||
| Abigail Kristine Sears | Registered representative | May 2022 (4y) | ||
| Nolan Tyler Tomlinson | Registered representative | Oct 2022 (4y) | ||
| Stephanie M Holding | Registered representative | Sep 2023 (3y) | ||
| Benjamin L Saak | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fsb Financial Services Inc | Holding Company, 100 % Owner Fsb Premier Wealth Management, Inc | Jan 2009 | A | 75% or more |
| Hosch, Jason Thomas | Outside Director | Mar 2021 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $432M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗