Fmb Wealth Management
● SEC registered since 2002CRD 122309SEC# 801-61556Westlake Village, CA
Reg. AUM
$615.7M
Employees
12
Accounts
958
Location
Westlake Village, CA
Fmb Wealth Management assets under management
Fmb Wealth Management is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2002. It reports $615.7 million in regulatory assets under management and employs 12 people.
Fmb Wealth Management owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ray Howerton | Chief Compliance Officer | Under 5% | 2018 |
| Debra Annette Fields Control | President, Cfo | 50-75% | 2001 |
| Grant E Blindbury | Partner, Director | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Fmb Wealth Management manage?
Fmb Wealth Management reports $615.7 million in regulatory assets under management on its Form ADV.
How many employees does Fmb Wealth Management have?
Fmb Wealth Management reports 12 employees.
Where is Fmb Wealth Management located?
Fmb Wealth Management is based in Westlake Village, CA and has been SEC-registered since 2002.
Does Fmb Wealth Management disclose fund performance?
Fmb Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 |
| Phone | 805-446-4494 |
| Fax | 805-446-4499 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$615.7M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$615.7Mregulatory AUM
Discretionary $615.7M