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| FMB Wealth Management
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|---|---|
| CRD # | 122309 |
| SEC # | 801-61556 |
| CIK # | 0002040224 |
| AUM | 615.7 M (2026-04-28) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 805-446-4494 |
| Address | 100 N Westlake Blvd, Suite 201 Westlake Village, CA 91362 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Nvidia Corp | 2.4 | ||
| Amgen Inc | 2.3 | ||
| Marriott International Inc /MD/ | 1.8 | ||
| Chevron Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 84.9 |
| (b) Individuals (high net worth individuals) | 125 | 528.3 |
| (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 | 2.3 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 958 | 615.7 |
| By Discretionary | ||
| Discretionary | 958 | 615.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 958 | 615.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 614.6 | |
| Total | 958 | 615.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002040224] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
FMB Wealth Management
✚
|
CA | 615.7 M |
|
FMB Retirement Services
✚
|
CA | 146.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak Family Advisors LLC
✚
|
IL | 621.0 M |
|
Corus Family Wealth Advisors Inc
✚
|
TX | 619.5 M |
|
Alpha Financial Advisors LLC
✚
|
NC | 619.3 M |
|
Tactive Advisors LLC
✚
|
FL | 619.0 M |
|
Meritas Wealth Management LLC
✚
|
CA | 618.9 M |
|
Wolff Financial Management LLC
✚
|
MI | 612.7 M |
|
Red Lighthouse Investment Management LLC
✚
|
612.2 M | |
|
Mulholland Wealth Advisors LLC
✚
|
AZ | 611.7 M |
|
Financial Security Management Inc
✚
|
CO | 611.5 M |
|
Financial Plans & Strategies Inc
✚
|
IN | 610.6 M |