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FMB WEALTH MANAGEMENT
CRD 122309File 801-61556
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.FMBWEALTH.COM
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 11 | 12 | increased by1 |
| Mar 1, 2026 | Clients | 299 | 324 | increased by25 |
| Mar 1, 2026 | AUM | $507,774,364 | $615,654,812 | increased by$107,880,448 |
| Mar 1, 2026 | Accounts | 853 | 958 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 11 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 262 | 299 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $387,312,795 | $507,774,364 | increased by$120,461,569 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 701 | 853 | increased by152 |
| Apr 1, 2022 | Employees | 13 | 6 | decreased by7 |
| Apr 1, 2022 | Clients | 254 | 262 | increased by8 |
| Apr 1, 2022 | AUM | $312,633,707 | $387,312,795 | increased by$74,679,088 |
| Apr 1, 2022 | Accounts | 662 | 701 | increased by39 |
| 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 “FMB WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FMB 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.