firm profile
FMB Wealth Management
Overview
FMB Wealth Management is an SEC registered investment adviser based in Westlake Village, CA, registered since 2002. It reports $616M in assets under management across 958 accounts, with 12 employees. It has 8 investment adviser representatives.
- Reported AUM
- $616M
- Discretionary
- 100%
- Accounts
- 958
- Average account
- $643K
- Employees
- 12
- Advisory reps
- 8
- Registered since
- 2002
- Jurisdictions
- 6
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 4
- Debra Annette Fields President, Chief Financial Officer CRD 3049831
- David Ray Howerton Chief Compliance Officer CRD 4540828
- Grant E Blindbury Partner, Director CRD 4697717
1 more executive officer, with direct contact details
Advisory reps 3 of 8
- Brandon Michael Berges Investment Adviser Rep CRD 8278036
- Jake L Berman Investment Adviser Rep CRD 6905569
- Grant Earl Blindbury Insurance Agent · Investment Adviser Rep CRD 4697717
5 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 N Westlake Blvd Ste 201
Westlake Village, CA 91362 - County
- Ventura
- Metro area
- Oxnard-Thousand Oaks-Ventura, CA
- Region
- West
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: fmbwealth.com
Every state, with registration dates
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