FMB Wealth Management

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Assets, Funds, Holdings

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FMB Wealth Management
CRD #122309
SEC #801-61556
CIK #
AUM $451.7 MM (2024-03-05)
Employees 12 (50% Investors, 0% Brokers)
Phone805-446-4494
Address100 N Westlake Blvd, Suite 201
Westlake Village, CA 91362
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
50040030020010002000200820162025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 165 53.5
(b) Individuals (high net worth individuals) 120 396.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.1
(n) Other 0 0.0
Total 794 451.7
By Discretionary
Discretionary 794 451.7
Non-Discretionary 0 0.0
Total 794 451.7
By Non-United States Persons
Non-United States Persons 1.6
United States Persons 450.1
Total 794 451.7
Related Firms State AUM ($BB)
FMB Wealth Management
CA 0.5
FMB Retirement Services
CA 0.1
Comparable Firms State AUM ($BB)
Clark Asset Management LLC
NH 0.5
Volaris Capital Management LLC
NJ 0.5
Wealth Planning Corp
OH 0.5
Atlantic Edge Private Wealth Management LLC
FL 0.5
AIMZ Investment Advisors LLC
CA 0.5
Keel Wealth Management LLC
TX 0.4
IAS Wealth Management Inc
TX 0.4
Asset Planning Inc
CA 0.4
Ariadne Wealth Management LP
CA 0.4
Richardson Capital Management LLC
WI 0.4
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