| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ray Howerton | Chief Compliance Officer | Under 5% | 2018 |
| Debra Annette Fields Control | President, Cfo | 50-75% | 2001 |
| Grant E Blindbury | Partner, Director | 10-25% | 2014 |
Fmb Wealth Management reports $507.8 million in regulatory assets under management on its Form ADV.
Fmb Wealth Management reports 11 employees.
Fmb Wealth Management is based in Westlake Village, CA and has been SEC-registered since 2002.
Fmb Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362 |
| Phone | 805-446-4494 |
| Fax | 805-446-4499 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $507.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $507.8M |