FMB RETIREMENT SERVICES

CRD 164571File 801-76839

APPROVED

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.2M

Bottom 25% of cohort (national)

Discretionary AUM

$146.2M

Clients

85 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 18, 2012
Principal office: 100 N. WESTLAKE BLVD. #201, WESTLAKE VILLAGE, CA, 91362
Phone: 805-446-4494
Website: HTTP://WWW.FMBRETIREMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.2M
Discretionary AUM: $146.2M
Non-discretionary AUM: $0
Discretionary accounts: 85
Non-discretionary accounts: 0
Total accounts: 85
AUM per client: $3.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pension and profit sharing plans	45	$146.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for 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 11

This 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.