Partner, Director · FMB Wealth Management
Grant E Blindbury
CRD 4697717 · Named on Form ADV at 2 SEC-registered advisers
At a glance
FMB Wealth Management, an SEC-registered wealth manager based in Westlake Village, CA with $616 million in regulatory assets, lists Grant E Blindbury on its Form ADV as Partner, Director. The SEC filings also name Grant at 1 other registered adviser.
Firms and roles
- FMB Wealth ManagementPartner, DirectorWealth manager · Westlake Village, CA · $616M in regulatory assets
- FMB Retirement ServicesDirectorAsset manager · Westlake Village, CA · $146M in regulatory assets
AtlasMembers
Grant’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Grant’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
- 1 firmLocked
- 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.
Colleagues named on the same filings
- Debra A. FieldsPresident, CFO, FMB Wealth Management
- David R. HowertonChief Compliance Officer, FMB Wealth Management
- Jeremy J. FieldsPartner, Director, FMB Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Grant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.