RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
FIELDS, JEREMY, JAMESIPARTNER, DIRECTORNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
HOWERTON, DAVID, RAYICHIEF COMPLIANCE OFFICERNA
MOCK, DANIEL, LAURENCEIPARTNERNA
FIELDS, THOMAS, WILLONNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
FIELDS, THOMAS, WILLONNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
FIELDS, THOMAS, WILLONNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
FIELDS, THOMAS, WILLONNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
FIELDS, DEBRA, ANNETTEIVICE PRESIDENTD Control
FIELDS, DEBRA, ANNETTEIVICE PRESIDENTD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, DEBRA, ANNETTEIPRESIDENT, CFOD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, DEBRA, ANNETTEISECRETARY/TREASURERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
FIELDS, THOMAS, WILLONIPRESIDENT/CHIEF COMPLIANCE OFFICERC Control
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIDIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
BLINDBURY, GRANT, EIPARTNER, DIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIDIRECTORB
MILLER, EVAN, ZACKARYIPARTNER, DIRECTORB
MILLER, EVAN, ZACKARYIPARTNER, DIRECTORB
MILLER, EVAN, ZACKARYIPARTNER, DIRECTORB

Registrations

Federal

IA
Nov 13, 2025 REGISTERED

Notice Filings (8)

AZ CA FL MT NV OR SC TX

Address

100 N. WESTLAKE BLVD., SUITE 201
WESTLAKE VILLAGE, CA 91362
United States
Phone: 805-446-4494