Fmb Wealth Management

Fmb Wealth Management (CRD# 122309) is a financial advisory firm headquartered in Westlake Village, CA. They manage $146,984,603 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $1,499,843
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fmb Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Thomas W. Fields
CRD#: 1520125
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
96
Wealthminder
score

Thomas Fields (CRD# 1520125) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 19 years of experience in the finance industry. Thomas Fields has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Evan Z. Miller
CRD#: 4696691
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
93
Wealthminder
score

Evan Miller (CRD# 4696691) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 12 years of experience in the finance industry.

3
Grant Blindbury
CRD#: 4697717
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
91
Wealthminder
score

Grant Blindbury (CRD# 4697717) is an Investment Advisor Representative working at FMB Wealth Management in Westlake Village, CA and has over 12 years of experience in the finance industry. Grant Blindbury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

4
Kathryn Costas
CRD#: 5607321
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
90
Wealthminder
score

Kathryn Costas (CRD# 5607321) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 3 years of experience in the finance industry.

5
Debra A. Fields
CRD#: 3049831
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
90
Wealthminder
score

Debra Fields (CRD# 3049831) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has 1 year of experience in the finance industry. Debra Fields has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeremy J. Fields
CRD#: 6144701
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
90
Wealthminder
score

Jeremy Fields (CRD# 6144701) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 4 years of experience in the finance industry.

7
Ronald J. Anfuso
CRD#: 6443047
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
88
Wealthminder
score

Ronald Anfuso (CRD# 6443047) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has 1 year of experience in the finance industry.

8
Daniel L. Mock
CRD#: 6343729
2659 Townsgate Road, Suite 246, Westlake Village, CA 91361
88
Wealthminder
score

Daniel Mock (CRD# 6343729) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 2 years of experience in the finance industry.

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