FMB WEALTH MANAGEMENT

Overview

FMB Wealth Management is an independent registered investment adviser that has been SEC-registered since 2002 and is owned by an individual. The firm charges clients on a percentage-of-assets-under-management basis and concentrates its practice on portfolio management for individuals and small businesses. Its client base is primarily individuals and families rather than institutional or pension clients. FMB does not act as a capital allocator or run third-party funds itself, and it does not position itself as an active ESG investor. Business activity and affiliations listed for the firm point to relationships with another investment adviser and an insurance company, suggesting use of outside platforms or product partners in its advisory process. The adviser is not registered as a multi-state or newly formed adviser and does not provide pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives