# FMB WEALTH MANAGEMENT

FMB WEALTH MANAGEMENT of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 122309
- Type: SEC-registered investment adviser
- SEC file number: 801-61556
- Location: 100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA, 91362
- Phone: 805-446-4494
- Latest filing: 2026-04-28
- Regulatory AUM: $615.7M
- Discretionary AUM: $615.7M
- Clients: 12
- Accounts: 958

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Fields James | PARTNER, DIRECTOR | New York, NY |
| Debra Annette Fields | PRESIDENT, CFO | — |
| Grant E Blindbury | PARTNER, DIRECTOR | — |
| David Ray Howerton | CHIEF COMPLIANCE OFFICER | — |
| Jeremy James Fields | PARTNER, DIRECTOR | — |
| FIELDS THOMAS WILLONN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/COMPLIANCE OFFICER | — |
| FIELDS THOMAS WILLON | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| FIELDS DEBRA ANNETTE | PRESIDENT, CFO; SECRETARY/TREASURER; VICE PRESIDENT | — |
| BLINDBURY GRANT E | DIRECTOR; PARTNER, DIRECTOR | — |
| MILLER EVAN ZACKARY | DIRECTOR; PARTNER, DIRECTOR | — |
| HOWERTON DAVID RAY | CHIEF COMPLIANCE OFFICER | — |
| MOCK DANIEL LAURENCE | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122309/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122309/similar
- Related entities: https://search.stillhousedata.com/firm/122309/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122309

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.