Insights

Boutique Growth FMB Wealth Management is a small, boutique firm with a selective client approach and a fee-based model, signaling opportunities to extend value-added services to high-net-worth clients seeking bespoke wealth strategies.

Partnership Expansion Recent collaboration with Indivisible Partners, LLC expands operational infrastructure and planning capabilities, presenting a pathway to scale services and cross-sell enhanced investment resources to current and prospective clients.

Low-Cost Strategy Emphasis on passive, low-cost investment strategies and long-term planning aligns with demand for cost-efficient portfolios, suggesting prospect opportunities in cost-conscious clients or institutions seeking steady, advisory-led outcomes.

Technology Enablement Utilization of cloud and security tools (AWS, Azure, DocuSign, KnowBe4) and collaboration platforms (Calendly, Google Workspace, Microsoft 365) indicates readiness for scalable virtual client servicing and secure, compliant client communications to support growth.

Regional Focus & Scale Based in Westlake Village with a described selective client base and a mid-market revenue profile, there is potential to target nearby affluent markets and emulate success with value-driven, consultative processes to acquire similar high-value clients.

Similar companies to FMB Wealth Management

Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Goldman Sachs Personal Financial Management
540$50M - $100M
Morgan Stanley Wealth Management
10K$500M - $1B
UBS
118K$10B+
Edward Jones
46K$10B+

FMB Wealth Management Tech Stack

FMB Wealth Management uses 8 technology products and services including Calendly, Amazon Web Services, Drupal, and more. Explore FMB Wealth Management's tech stack below.

Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
Google Workspace
Email
Microsoft 365
Email
DocuSign
Miscellaneous
Microsoft Azure
Platform As A Service
KnowBe4
Security

Media & News

Fmbwealth partnered with Indivisible Partners, LLC on Jul 15th '26.
Through its partnership with Indivisible, FMB gains access to expanded operational infrastructure, investment resources, planning capabilities, and growth leaders without disrupting the client relationships and culture at the firm's core.
Jul 15, 2026 | www.prnewswire.com

FMB Wealth Management's Email Address Formats

FMB Wealth Management uses at least 2 email formats:

FMB Wealth Management Email Formats	Example	Percentage
First@fmbwealth.com	John@fmbwealth.com	81%
Last@fmbwealth.com	Doe@fmbwealth.com	19%

Frequently Asked Questions

What is FMB Wealth Management's phone number?

You can contact FMB Wealth Management's main corporate office by phone at

+1-805-446-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FMB Wealth Management's official website and social media links?

FMB Wealth Management's official website is fmbwealth.com and has social profiles on LinkedIn.

How much revenue does FMB Wealth Management generate?

As of September 2026, FMB Wealth Management's annual revenue is estimated to be $10M - $25M.

What is FMB Wealth Management's NAICS code?

FMB Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does FMB Wealth Management have currently?

As of September 2026, FMB Wealth Management has approximately 18 employees across 1 continents, including North America. Key team members include Chief Executive Officer: D. A. and Compliance Manager: F. D. Explore FMB Wealth Management's employee directory with LeadIQ.

What industry does FMB Wealth Management belong to?

FMB Wealth Management operates in the Financial Services industry.

What technology does FMB Wealth Management use?

FMB Wealth Management's tech stack includes Calendly, Amazon Web Services, Drupal, Google Workspace, Microsoft 365, DocuSign, Microsoft Azure and KnowBe4.

What is FMB Wealth Management's email format?

FMB Wealth Management's email format typically follows the pattern of First@fmbwealth.com. Find more FMB Wealth Management email formats with LeadIQ.

FMB Wealth Management

Q: What is FMB Wealth Management's official website and social media links?

FMB Wealth Management's official website is fmbwealth.com. FMB Wealth Management has social profiles on LinkedIn.

Q: How many employees does FMB Wealth Management have currently?

FMB Wealth Management has approximately 18 employees.

Q: What technology does FMB Wealth Management use?

FMB Wealth Management's tech stack includes Register.com, Google Analytics, RSS, Cloudflare Bot Management, Node.js.

Q: What is FMB Wealth Management's NAICS code?

FMB Wealth Management's NAICS code is 52 (Finance and Insurance).

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.