Key facts
- FMB WEALTH MANAGEMENT is a other based in WESTLAKE VILLAGE, CA.
- FMB WEALTH MANAGEMENT reports $1.1M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 122309- Regulatory AUM
- $1.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- WESTLAKE VILLAGE, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for FMB WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FMB WEALTH MANAGEMENT's AUM?
- FMB WEALTH MANAGEMENT manages approximately $1.1M in assets.