FMB WEALTH MANAGEMENT

FMB WEALTH MANAGEMENT of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 122309). Regulatory assets under management: $615.7M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (12)

NameRoleLocation
Fields JamesPARTNER, DIRECTORNew York, NY
Debra Annette FieldsPRESIDENT, CFO
Grant E BlindburyPARTNER, DIRECTOR
David Ray HowertonCHIEF COMPLIANCE OFFICER
Jeremy James FieldsPARTNER, DIRECTOR
FIELDS THOMAS WILLONNPRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/COMPLIANCE OFFICER
FIELDS THOMAS WILLONPRESIDENT/CHIEF COMPLIANCE OFFICER
FIELDS DEBRA ANNETTEPRESIDENT, CFO; SECRETARY/TREASURER; VICE PRESIDENT
BLINDBURY GRANT EDIRECTOR; PARTNER, DIRECTOR
MILLER EVAN ZACKARYDIRECTOR; PARTNER, DIRECTOR
HOWERTON DAVID RAYCHIEF COMPLIANCE OFFICER
MOCK DANIEL LAURENCEPARTNER

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