Fmb Wealth Management
- Regulatory AUM
- $616M
- Discretionary
- $616M
- Clients
- 324
- Avg AUM / client
- $1.9M
- Accounts
- 958
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 199 | $84.9M | 13.8% |
| High net worth individuals | 125 | $528M | 85.8% |
| Charitable organizations | Fewer than 5 clients | $2.3M | 0.37% |
| Corporations and other businesses | Fewer than 5 clients | $260K | 0.04% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Debra Annette Fields | President, Cfo | CFP | May 2001 (25y) | 50% – 75% |
| Grant E Blindbury | Partner, Director | CFP | Mar 2006 (20y) | 10% – 25% |
| Jeremy James Fields | Partner, Director | CFP | Dec 2012 (14y) | Less than 5% |
| David Ray Howerton | Chief Compliance Officer | Jul 2018 (8y) | Less than 5% | |
| Daniel Laurence Mock | Registered representative | CFP | Oct 2014 (12y) | |
| Andrew Jakob Miller | Registered representative | Nov 2016 (10y) | ||
| Jake L Berman | Registered representative | Feb 2018 (8y) | ||
| Brandon Michael Berges | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $519M (84% of AUM) Apr 2026
- Charles Schwab & Co. $90.2M (15% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗