WESTLAKE VILLAGE, CACRD 122309Latest ADV April 28, 2026
Fmb Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated April 28, 2026, reports $616M in regulatory assets under management, 12 employees, and 958 accounts.
Assets Under Management
$616M
Employees
12
Offices
--
Total Clients
324
Primary office
WESTLAKE VILLAGE, CA
100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.4% of total clients.
Top client categories% of clientsClients
1
Individuals
61.4%
199
2
HNWI
38.6%
125
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$616Mas of April 28, 2026
Discretionary100.0%
$616M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$616M
Total Accounts958
10Y AUM Change+$407M (+195.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee27:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.