Fmb Wealth Management

Fmb Wealth Management (CRD# 122309) is a financial advisory firm headquartered in Westlake Village, CA. They manage $451,712,421 in 794 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    452
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $568,907
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MT, NV, OR, SC, TX

Financial Advisors at Fmb Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Jake L. Berman
CRD#: 6905569
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

Jake Berman (CRD# 6905569) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 6 years of experience in the finance industry.

2
Grant Blindbury
CRD#: 4697717
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

Grant Blindbury (CRD# 4697717) is a partner at FMB Wealth Management in Westlake Village, CA and has over 15 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.

3
Debra A. Fields
CRD#: 3049831
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

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.

4
Jeremy J. Fields
CRD#: 6144701
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

Jeremy Fields (CRD# 6144701) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 11 years of experience in the finance industry. Jeremy 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.

5
Andrew J. Miller
CRD#: 6698753
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

Andrew Miller (CRD# 6698753) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 7 years of experience in the finance industry.

6
Daniel L. Mock
CRD#: 6343729
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

Daniel Mock (CRD# 6343729) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 9 years of experience in the finance industry. Daniel Mock 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.

7
Natalia M. McClure
CRD#: 5769587
100 N. Westlake Blvd., Suite 201, Westlake Village, CA 91362

Natalia McClure (CRD# 5769587) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has over 10 years of experience in the finance industry.

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