Investment adviser representative · Fmb Wealth Management
Brandon M. Berges
CRD 8278036 · Westlake Village, CA
At a glance
Brandon M. Berges is an investment adviser representative with Fmb Wealth Management in Westlake Village, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firms
- Fmb Wealth ManagementSince June 2026Westlake Village, CA · $616M in regulatory assets
- Indivisible PartnersSince June 2026Clearwater, FL · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brandon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- David R. HowertonWestlake Village
- Daniel L. MockWestlake Village · Certified Financial Planner
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