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FMB WEALTH MANAGEMENT
CRD 122309 · SEC 801-61556
100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA, 91362, United States
Phone
805-446-4494
Fax
805-446-4499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$615.7M
Discretionary AUM
$615.7M
Team
12 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $84.9M |
| High net worth individuals | 125 | $528.3M |
States served
AZ, CA, MT, OR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD