Investment adviser · CRD 122309
FMB WEALTH MANAGEMENT
Investment adviser filing (IA)
WESTLAKE VILLAGE, CA, United States · Form ADV filed Apr 28, 2026
- Regulatory AUM
- $616M Form ADV · Item 5.F
- Client accounts
- 958 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 125 | $528,252,969 | 85.8% |
| Individuals | 199 | $84,879,861 | 13.8% |
| Charities | Fewer than 5 | $2,261,558 | 0.4% |
| Corporations & businesses | Fewer than 5 | $260,424 | 0.0% |
Filing source
Form ADV 2100019 · Apr 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 28, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
100 N. WESTLAKE BLVD., SUITE 201WESTLAKE VILLAGE, CA, 91362, United States
CRD 122309
Filing source
Form ADV 2100019 · Apr 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.