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FMB RETIREMENT SERVICES

WESTLAKE VILLAGE, CA · CRD 164571 · IAPD ↗ · fmbretirement.com · 805-446-4494

$146.2MRegulatory AUM
4Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2025 — FMB RETIREMENT SERVICES shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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