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FBL WEALTH MANAGEMENT, LLC
CRD 291396File 801-113458
APPROVED
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.2M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $9.2M
Clients
0
1 accounts
Employees
207
Bottom 25% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 18, 2018
- Principal office
- 5400 UNIVERSITY AVENUE, WEST DES MOINES, IA, 50266
- Phone
- 515-225-5400
- Website
- https://www.fbfs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $9.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $9.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD-PARTY MANAGEMENT FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 177 | 207 | increased by30 |
| Apr 1, 2026 | Clients | 7,106 | — | |
| Apr 1, 2026 | AUM | $8,654,949 | $9,240,933 | increased by$585,984 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 175 | 177 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,322 | 7,106 | increased by3,784 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,683,325 | $8,654,949 | decreased by$4,028,376 |
| Apr 1, 2022 | Employees | 154 | 175 | increased by21 |
| Apr 1, 2022 | Clients | 1,563 | 3,322 | increased by1,759 |
| Apr 1, 2022 | AUM | $12,019,067 | $12,683,325 | increased by$664,258 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FBL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FBL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.