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FMB Wealth Management
FMB Wealth Management is an SEC-registered investment adviser in Westlake Village, CA, since 2002. The firm manages approximately $616 million in assets.
FMB Wealth Management
FMB Wealth Management is an SEC-registered investment adviser in Westlake Village, CA, since 2002. The firm manages approximately $616 million in assets. It has 12 employees and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
Frequently asked questions
What is FMB Wealth Management?
FMB Wealth Management is a bank / wealth / trust headquartered in Westlake Village, United States.
When was FMB Wealth Management founded?
FMB Wealth Management was founded in 2002.
Where is FMB Wealth Management headquartered?
FMB Wealth Management is headquartered in Westlake Village, United States, in the North America region.
What does Altss track for FMB Wealth Management?
Altss maintains an OSINT-verified profile of FMB Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is FMB Wealth Management's website?
FMB Wealth Management's public website is fmbwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is FMB Wealth Management?
FMB Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on FMB Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was FMB Wealth Management's Altss profile last updated?
FMB Wealth Management's profile on Altss was last refreshed on August 14, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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