FMB Wealth Management Management Team
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FMB Wealth Management
Summary
FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth M...Show more
Organization Website | FMBWealth.com |
Social Links |   |
Phone Number | 805-446-4494 |
Industries | |
Headquarters Location | 100 N Westlake Blvd, Westlake Village, California, 91362 US |
Employees Size | 10-50 employees |
Specialties | Comprehensive Wealth Management, Fee-based Retirement Income Strategies |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1988 | - | 25 - 100 | 6.3M | $0 | |
| 2004 | - | 1-10 | - | $- | |
| - | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at FMB Wealth Management shows a diverse range of experience levels:
12% for 1–2 years12% for 3–4 years24% for 5–7 years12% for 8–10 years41% have over 11 years of service at FMB Wealth ManagementDiscover More
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FMB Wealth Management
Debbie Fields
Owner
Christine Oliver
Client Experience Manager
Erin Reyes
Client Service Assistant
Rosa Moreno
Analyst
Danny Mock
Partner
Linda Johnson
Planning Associate
Grant Blindbury
Partner
Evan Miller
Partner
Jake Berman
Director of Advisor Services
Jeremy Fields
Partner
Christopher Anthony McKay
Client Services Manager
Ariana Nicolau
Client Services Associate
David Howerton
Chief Compliance Officer
Companies Similar to FMB Wealth Management
FAQ
FMB Wealth Management operates in the Finance industries. More details can be found on the official website: FMBWealth.com.
The headquarters of FMB Wealth Management are located in Westlake Village, United States.
You can contact FMB Wealth Management by phone at 805-446-4494.
FMB Wealth Management currently employs 10-50 people.
Well-known competitors of FMB Wealth Management include Peterson Wealth Management, LIG Capital Management and Glass Lakes Capital Management.
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