FMB WEALTH MANAGEMENT
SEC file number 801-61556
· WESTLAKE VILLAGE, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$451.7M
Discretionary AUM
$451.7M
Employees
12
Clients
—
Firm
- Address
- 100 N. WESTLAKE BLVD., SUITE 201
WESTLAKE VILLAGE, CA 91362 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- FMG Management Inc. Medium name-match confidence · CIK 2100796 · CA
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- Freedom Health Management, LLC Medium name-match confidence · CIK 2075273 · KS
- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
- WebFX Management Holdings, LLC Medium name-match confidence · CIK 1913207 · NY
- Serif Health Management, Inc. Medium name-match confidence · CIK 1926833 · CA
-
Serif Health Management, Inc. · D · Aug 25, 2026$5.6M
-
Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
-
Highwater Wealth Management LLC\DE · D · Jun 24, 2026
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
-
WebFX Management Holdings, LLC · D/A · Mar 9, 2026
-
Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
-
Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
FMG Management Inc. · D · Jan 12, 2026$268K
-
US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
-
Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Freedom Health Management, LLC · D · Jul 11, 2025$2.5M
-
WebFX Management Holdings, LLC · D/A · Mar 7, 2025
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M