Where are FMB Wealth Management employees located globally?

FMB Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has FMB Wealth Management's team size changed over time?

FMB Wealth Management's team has decreased from approximately 15 to 14 employees based on available data.

FMB Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

FMB Wealth Management is a small boutique firm in Westlake Village, California, operating in the financial services sector. It coordinates the financial affairs of a limited number of clients through a consultative wealth management process. The firm emphasizes long-term investment strategy and dynamic portfolio design, using passive, low-cost approaches. It operates on a fee-based basis and seeks to add substantial value to clients' financial situations. 

The consultative process identifies the specific challenges clients face in reaching their goals and informs an investment plan designed to address those issues. Custom solutions are developed in close consultation with clients and other trusted advisors within a collaborative environment, with a strong commitment to meeting each client's individualized wealth management needs.

FMB Wealth Management Global Highlights

North America
23

United States Of America
23

FMB Wealth Management's Leadership

D. A.
Chief Executive Officer
Mobile Phone
Email
T. F.
President
Mobile Phone
Email
D. F. C.
Owner
Mobile Phone
Email
K. L.
Director Of Communications
Mobile Phone
Email
F. D.
Compliance Manager
Mobile Phone
Email

FMB Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Legal
Accounting
Other

Contact profiles from FMB Wealth Management

Name

Title

Contact Info

Location

Last Update

D. F. C.
Owner
Mobile Phone
Email
UNITED STATES
Mar 31, 2026
D. A.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
T. F.
President
Mobile Phone
Email
UNITED STATES
Jan 01, 2026
K. L.
Director Of Communications
Mobile Phone
Email
Jun 08, 2026
F. D.
Compliance Manager
Mobile Phone
Email
Mar 31, 2026

Frequently Asked Questions

What is FMB Wealth Management known for?

FMB Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 100 North Westlake Boulevard Westlake Village, California 91362 United States; you can contact the main corporate office by phone at

+1-805-446-****

. Explore FMB Wealth Management's company overview page for more information.

What is FMB Wealth Management's most common email format?

FMB Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FMB Wealth Management email formats with LeadIQ.

How many employees does FMB Wealth Management have currently?

FMB Wealth Management has approximately 18 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are FMB Wealth Management's key employees and leadership?

As of April 2026, FMB Wealth Management's key employees include:

Chief Executive Officer: D. A.
President: T. F.
Owner: D. F. C.
Director Of Communications: K. L.
Compliance Manager: F. D.

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FMB Wealth Management Employee Directory

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