← Directory
FMB WEALTH MANAGEMENT
CRD 122309File 801-61556
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$615.7M
Above cohort median (national)
Discretionary AUM
$615.7M
Clients
324
958 accounts
Employees
12
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 8, 2002
- Principal office
- 100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA, 91362
- Phone
- 805-446-4494
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $615.7M
- Discretionary AUM
- $615.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 958
- Non-discretionary accounts
- 0
- Total accounts
- 958
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $260K |
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 125 | $528.3M |
| Individuals (other than high net worth individuals) | 199 | $84.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.