Overview
Assets Under Management: $508 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 121
Average Client Assets: $4 million
Frequently Asked Questions
FMB WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122309), FMB WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FMB WEALTH MANAGEMENT is headquartered in WESTLAKE VILLAGE, CA.
FMB WEALTH MANAGEMENT serves 121 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, FMB WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
FMB WEALTH MANAGEMENT manages $508 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, FMB WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 853
Discretionary Accounts: 853
Regulatory Filings
CRD Number: 122309
Filing ID: 2027173
Last Filing Date: 2025-11-13 12:15:19
Website: 0