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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FMB Wealth Management
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|---|---|
| CRD # | 122309 |
| SEC # | 801-61556 |
| CIK # | 0002040224 |
| AUM | $507.8 M (2025-03-14) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 805-446-4494 |
| Address | 100 N Westlake Blvd, Suite 201 Westlake Village, CA 91362 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.0 | ||
| Nvidia Corp | 3.0 | ||
| Amgen Inc | 2.0 | ||
| Microsoft Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 64.6 |
| (b) Individuals (high net worth individuals) | 121 | 441.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 853 | 507.8 |
| By Discretionary | ||
| Discretionary | 853 | 507.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 853 | 507.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 505.8 | |
| Total | 853 | 507.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002040224] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
FMB Wealth Management
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|
CA | 0.5 |
|
FMB Retirement Services
✚
|
CA | 0.1 |
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|---|---|---|
|
Wealth Science Advisors LLC
✚
|
GA | 0.5 |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.5 |
|
Meridian Financial Partners LLC
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|
VA | 0.5 |
|
Melia Wealth LLC
✚
|
OK | 0.5 |
|
Asset Planning Inc
✚
|
CA | 0.5 |
|
WP Advisors LLC
✚
|
CA | 0.5 |
|
Brennan John David
✚
|
CA | 0.5 |
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
✚
|
IL | 0.5 |