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FMB Wealth Management
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CRD # | 122309 |
SEC # | 801-61556 |
CIK # | |
AUM | $451.7 MM (2024-03-05) |
Employees | 12 (50% Investors, 0% Brokers) |
Phone | 805-446-4494 |
Address | 100 N Westlake Blvd, Suite 201 Westlake Village, CA 91362 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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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
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CA | 0.5 |
FMB Retirement Services
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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 |