Fmb Wealth Management
Fmb Wealth Management is an SEC-registered wealth manager in Westlake Village, CA with $615.7M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Fmb Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122309, SEC 801-61556, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $615.7M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 12
- Clients
- 324
- CRD
- 122309
- Ownership
- FIELDS, THOMAS, WILLONN; FIELDS, THOMAS, WILLON; FIELDS, DEBRA, ANNETTE; BLINDBURY, GRANT, E; HOWERTON, DAVID, RAY
How much AUM does Fmb Wealth Management have?
Fmb Wealth Management reported $615.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Fmb Wealth Management?
Disclosed owners and executives of Fmb Wealth Management include FIELDS, THOMAS, WILLONN, FIELDS, THOMAS, WILLON, FIELDS, DEBRA, ANNETTE, BLINDBURY, GRANT, E, HOWERTON, DAVID, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.