# FMB Wealth Management

FMB Wealth Management is a Bank / Wealth / Trust based in Westlake Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** fmbwealth.com
- **LinkedIn:** https://www.linkedin.com/company/fmb-wealth-management

## Regulatory record

- **CRD number:** 122309
- **SEC file number:** 801-61556
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122309

## About

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.

## Related profiles

- [FMA Wealth Management](https://altss.com/profile/fma-wealth-management)
- [FMC Corporation Pension Plan](https://altss.com/profile/fmc-corporation-pension-plan)

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Last updated: 2026-08-14T12:30:00.000Z

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