FMB Wealth Management
FMB Wealth Management is an independent registered investment advisor (RIA) headquartered in Westlake Village, California. The firm is focused on serving individual clients, including both high net worth and retail investors, by providing comprehensive wealth management solutions designed to help clients achieve their financial goals and protect their assets. Founded prior to 2011, FMB Wealth Management employs approximately 11 professionals as of 2025 and is committed to guiding clients toward worry-free wealth through customized financial planning and investment management.
Investment Strategy
FMB Wealth Management offers personalized wealth management with an emphasis on building financial structures that support clients’ lives and needs. Their strategy centers on wealth protection and comprehensive planning, responding to individual priorities. The firm manages discretionary accounts—primarily for individuals, especially high net worth—with diversified exposure to equities and other investments. Their approach aims to insulate clients from adverse events while coordinating all aspects of their financial affairs to provide stability and peace of mind.
Latest 13F Filing Activity
FMB Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 89 equity positions with a total 13F market value of $236M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. FMB Wealth Management reduced exposure to Anaptysbio Inc., Visa Inc., Netflix Inc. among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 17.67% | $41.7M | 1,081,919 | $29.31 | $38.57 | +$6.9M |
D DXUV | DIMENSIONAL ETF TRUST | 8.39% | $19.8M | 338,866 | $52.71 | $58.44 | +$1.4M |
A AVUS | AMERICAN CENTY ETF TR | 6.64% | $15.7M | 144,232 | $75.18 | $108.70 | +$1.6M |
D DFAX | DIMENSIONAL ETF TRUST | 5.86% | $13.8M | 440,901 | $25.01 | $31.38 | +$1.8M |
D DXIV | DIMENSIONAL ETF TRUST | 5.42% | $12.8M | 207,975 | $52.30 | $61.53 | +$718.3K |