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FMB WEALTH MANAGEMENT

WESTLAKE VILLAGE, CA · CRD 122309 · IAPD ↗ · 805-446-4494

$615.7MRegulatory AUM
5Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — FMB WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — FMB WEALTH MANAGEMENT crossed $500M in regulatory AUM ($451.7M -> $507.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.