FMB WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$615,654,812
Discretionary
$615,654,812
Non-discretionary
$0
Firm details
- CRD number
- 122309
- SEC file number
- 801-61556
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.