FMB WEALTH MANAGEMENT
CRD #122309 SEC #801-61556 WESTLAKE VILLAGE, CA 805-446-4494
SEC Registered
Total AUM
$507.8M
Discretionary
$507.8M
Employees
11
Clients
--
Accounts
853
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $507.8M | $507.8M | $0 | 11 | 0 |
| Mar 2025 | $507.8M | $507.8M | $0 | 11 | 0 |
| Mar 2024 | $451.7M | $451.7M | $0 | 12 | 0 |
| Nov 2023 | $404.5M | $404.5M | $0 | 8 | 0 |
| Sep 2023 | $404.5M | $404.5M | $0 | 8 | 0 |
| Sep 2023 | $404.5M | $404.5M | $0 | 8 | 0 |
| Mar 2023 | $404.5M | $404.5M | $0 | 8 | 0 |
| Mar 2022 | $387.3M | $387.1M | $198.4K | 6 | 0 |
| Nov 2021 | $312.6M | $312.6M | $0 | 13 | 0 |
| Apr 2021 | $312.6M | $312.6M | $0 | 13 | 0 |
| Mar 2021 | $312.6M | $312.6M | $0 | 13 | 0 |
| Feb 2021 | $352M | $352M | $0 | 14 | 0 |
| Jun 2020 | $352M | $352M | $0 | 14 | 0 |
| Jun 2020 | $352M | $352M | $0 | 15 | 0 |
| Apr 2020 | $352M | $352M | $0 | 15 | 0 |
| Mar 2020 | $352M | $352M | $0 | 15 | 0 |
| Apr 2019 | $304.2M | $304.2M | $0 | 15 | 0 |
| Apr 2019 | $304.2M | $304.2M | $0 | 14 | 0 |
| Nov 2018 | $277.3M | $277.3M | $0 | 10 | 0 |
| Nov 2018 | $277.3M | $277.3M | $0 | 10 | 0 |
| Jul 2018 | $277.3M | $277.3M | $0 | 10 | 0 |
| Jul 2018 | $277.3M | $277.3M | $0 | 10 | 0 |
| May 2018 | $277.3M | $277.3M | $0 | 11 | 0 |
| Mar 2018 | $277.3M | $277.3M | $0 | 11 | 0 |
| Apr 2017 | $208.2M | $208.2M | $0 | 9 | 200 |
| Apr 2017 | $147M | $147M | $0 | 7 | 115 |
| Apr 2016 | $147M | $147M | $0 | 7 | 115 |
| Apr 2015 | $160.5M | $160.5M | $0 | 6 | 115 |
| Jun 2014 | $134.5M | $134.5M | $0 | 5 | 26 |
| Apr 2014 | $134.5M | $134.5M | $0 | 5 | 26 |
| Sep 2013 | $129.3M | $129.3M | $0 | 2 | 104 |
| Apr 2013 | $129.3M | $129.3M | $0 | 2 | 104 |
| Aug 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Jul 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Jul 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Jun 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Mar 2012 | $126.3M | $126.3M | $0 | 1 | 26 |
| Jul 2011 | $127.2M | $127.2M | $0 | 5 | -- |
| May 2011 | $127.2M | $127.2M | $0 | 5 | -- |
| Mar 2008 | $87M | $87M | $0 | 5 | -- |
| Mar 2007 | $87M | $0 | $87M | 5 | -- |
| Mar 2006 | $76.4M | $76.4M | $0 | 5 | -- |
| Jun 2005 | $67.4M | $56.5M | $10.9M | 5 | -- |
DateNov 2025
Total AUM$507.8M
Discretionary$507.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$507.8M
Discretionary$507.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$451.7M
Discretionary$451.7M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$387.3M
Discretionary$387.1M
Non-Disc.$198.4K
Employees6
Clients0
DateNov 2021
Total AUM$312.6M
Discretionary$312.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$312.6M
Discretionary$312.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$312.6M
Discretionary$312.6M
Non-Disc.$0
Employees13
Clients0
DateFeb 2021
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees15
Clients0
DateApr 2020
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees15
Clients0
DateApr 2019
Total AUM$304.2M
Discretionary$304.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2019
Total AUM$304.2M
Discretionary$304.2M
Non-Disc.$0
Employees14
Clients0
DateNov 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$277.3M
Discretionary$277.3M
Non-Disc.$0
Employees11
Clients0
DateApr 2017
Total AUM$208.2M
Discretionary$208.2M
Non-Disc.$0
Employees9
Clients200
DateApr 2017
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees7
Clients115
DateApr 2016
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees7
Clients115
DateApr 2015
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees6
Clients115
DateJun 2014
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients26
DateApr 2014
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees5
Clients26
DateSep 2013
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees2
Clients104
DateApr 2013
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees2
Clients104
DateAug 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$87M
Discretionary$0
Non-Disc.$87M
Employees5
Clients--
DateMar 2006
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$67.4M
Discretionary$56.5M
Non-Disc.$10.9M
Employees5
Clients--