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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- PioneerMatrix
- Established Date
- 11-08-2002
- Office Locations
- 1
Office Locations
About FMB Wealth Management
FMB Wealth Management is a Westlake Village, CA fee-based advisory firm providing integrated financial planning and investment management, including wealth management, multi-generational planning, divorce financial planning, retirement planning and employer plan consulting, and impact/charitable planning. Investment oversight is led by a CIO and committee, with an in-house CTO focused on client experience; custody available via Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEBRA ANNETTE FIELDS
Chief Financial Officer, PARTNER, President, Registered Representative
- CRD
- #3049831
- Ownership
- 50% but less than 75%
GRANT E BLINDBURY
DIRECTOR, PARTNER
- CRD
- #4697717
- Ownership
- 10% but less than 25%
Harbor north
Radial capital
- CRD
- #20639
- Ownership
- 43.8%
Showing 2 of 4 owners & executives
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Brandon Michael Berges
Associate Advisor
- CRD
- #8278036
JAKE L BERMAN
Advisor
- CRD
- #6905569
Element harbor
Beacon bridge legacy
- CRD
- #31665
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $615,654,812 | $642,646 |
| Non-Discretionary | $0 | -- |
| Total | $615,654,812 | $642,646 |
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Separately Managed Accounts
Total SMA Asset: $615,654,812
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $492,876,991 | 17.0% |
| Equity - Exchange | $692,927,064 | 23.9% |
| Cash | $321,819,683 | 11.1% |
| Municipal Bonds | $498,675,544 | 17.2% |
| Other | $892,977,138 | 30.8% |
| Total | $2,899,276,420 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX MOMENTUM | VECTOR DELTA | 4CZIJONQA | ZHYJ | 3.49% | $19,347,886 |
| EMBER PEAK | GLACIER MERIDIAN | L866H538Y | ZPYWG | 5.51% | $55,696,927 |
| PATHWAY HORIZON | QUANTUM OAK | YM9TBL35R | HFG | 0.95% | $13,832,470 |
| RIDGE MOMENTUM BEACON | PIONEER EAGLE | R0EON4VVG | RMY | 4.46% | $55,192,723 |
| BEACON GLACIER MATRIX | FOUNDATION VALUE | NF70N5GMP | IMXN | 1.67% | $16,879,578 |
| VERTEX WAVE PATHWAY | CAPITAL WAVE | Z2Y1WJSNL | BADKY | 10.65% | $104,247,172 |
| DELTA PEAK | ALPHA GLACIER | X7JFDSKV9 | ZFDTE | 10.82% | $45,273,682 |
| EAGLE TIMBER HORIZON | INSIGHT DELTA | T484JD02G | EHWD | 0.78% | $116,251,137 |