Fmb Wealth Management
California
Registered In
05/11/2001
Incorp. Date
Company Summary
Fmb Wealth Management in Westlake Village, CA lists Debra Annette Fields of Moorpark, CA and Grant E Blindbury of Thousand Oaks, CA
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Debra Annette Fields
Individual Agent
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10839 PIMLICO DR, MOORPARK, CA 93021
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Debra Annette Fields
CEO
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10839 PIMLICO DR, MOORPARK, CA 93021
(View Past Addresses)
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Debra Annette Fields
Chief Financial Officer
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10839 PIMLICO DR, MOORPARK, CA 93021
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Grant E Blindbury
Director
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372 MAKENZIE CT, THOUSAND OAKS, CA 91362
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Jeremy James Fields
Director
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2205 MAPLELEAF AVE, THOUSAND OAKS, CA 91320
(View Past Addresses)
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David R Howerton
Director
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237 RED OAK LN, THOUSAND OAKS, CA 91320
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Debra Annette Fields
Director
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10839 PIMLICO DR, MOORPARK, CA 93021
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Debra Annette Fields
Secretary
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10839 PIMLICO DR, MOORPARK, CA 93021
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Showing current associates only (8 of 10 total associates). Create a free account to see the full associate history
Map & Locations
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100 N WESTLAKE BLVD # 201, WESTLAKE VILLAGE, CA 91362
View Map
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10839 PIMLICO DR, MOORPARK, CA 93021
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Fmb Wealth Management
Form 5500
FMB WEALTH MANAGEMENT
100 N. Westlake Blvd. #201, Westlake Village, Ca 91362 (805) 446-4494 EIN:77-0574271 Plan Admin:Debra Fields| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameFMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$1,028,257 / $1,400,735 | 2023 | FMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001 | 11 / 10 | $1,028,257 / $1,400,735 |
| 2022 | Plan NameFMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 10 Assets BOY/EOY$1,207,638 / $1,028,257 | 2022 | FMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001 | 12 / 10 | $1,207,638 / $1,028,257 |
| 2021 | Plan NameFMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$876,679 / $1,207,638 | 2021 | FMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN - Plan #001 | 12 / 12 | $876,679 / $1,207,638 |
| 2021 | Plan NameFMB WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 0 Assets BOY/EOY$5,462,540 / $0 | 2021 | FMB WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN - Plan #002 | 6 / 0 | $5,462,540 / $0 |
| 2020 | Plan NameFMB WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$5,160,559 / $5,462,540 | 2020 | FMB WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN - Plan #002 | 6 / 6 | $5,160,559 / $5,462,540 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FMB WEALTH MANAGEMENT
100 N. Westlake Blvd Suite 201, Westlake Village, Ca 91362 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$240,834 Forgiven$243,427 LenderWells Fargo Bank, National Association Jobs14 | 05/01/2020 | $240,834 | $243,427 | Wells Fargo Bank, National Association | 14 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:100 N Westlake Blvd # 201 Westlake Village, CA
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Fmb Insurance Services
Registered in California
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Moorpark, CA Westlake Village, CA | View Report | |
|
Fmb Retirement Services
Registered in California
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Moorpark, CA Sacramento, CA (1 more) | View Report | |
|
United Mhp Management, Inc.
Registered in Texas
|
Westlake Village, CA | View Report | |
|
Box Pro, LLC
Registered in California
|
Westlake Village, CA | View Report | |
|
Bulletproof Pizza, Inc.
Registered in California
|
Westlake Village, CA | View Report | |
|
Corporate Spirit, LLC
Registered in California
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Westlake Village, CA | View Report | |
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Inventors, Inventing Inventions, LLC
Registered in California
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Westlake Village, CA | View Report | |
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Animal Consultants and Services LLC
Registered in California
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Castaic, CA (1 more) | View Report | |
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Creativeinnovationsgroup, LLC
Registered in California
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Agoura Hills, CA (1 more) | View Report | |
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Stand on It Productions, LLC
Registered in California
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Westlake Village, CA | View Report |
Address Match:10839 Pimlico Dr Moorpark, CA
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B*tch in Charge Inc.
Registered in California
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Moorpark, CA | View Report |
Address Match:100 N Westlake Blvd Westlake Village, CA
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American Planning Group, a California Limited Partnership
Registered in California
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Westlake Village, CA | View Report | |
|
Carlisle Meadows, a California Limited Partnership
Registered in California
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Westlake Village, CA | View Report | |
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Mal Pros Justice
Registered in California
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Westlake Village, CA | View Report | |
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Pda Staffing, LLC
Registered in California
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Westlake Village, CA | View Report | |
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Sherwood Towne, a California Limited Partnership
Registered in California
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Westlake Village, CA | View Report | |
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Pcg Insured Dow Jones Industrial Average and Commodities Long Fund No. 1 L.L.C.
Registered in California
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Westlake Village, CA | View Report | |
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Axtive International Corporation
Registered in California
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Westlake Village, CA | View Report | |
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Carenext of Northern California, LLC
Registered in California
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Westlake Village, CA | View Report | |
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Npstat, LLC
Registered in California
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Thosand Oaks, CA (1 more) | View Report | |
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Gaetano's Ristorante, Inc.
Registered in California
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Westlake Village, CA | View Report | |
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Global Partner Connections, LLC
Registered in California
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Westlake Village, CA | View Report | |
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Loan Exchange Group, L.P.
Registered in California
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Torrance, CA (1 more) | View Report | |
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Meadowview Estates, a California Limited Partnership
Registered in California
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Westlake Village, CA | View Report | |
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Sterling Oaks Ranch, LLC
Registered in California
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Calabasas, CA (1 more) | View Report | |
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Total Sleep Dentistry LLC
Registered in California
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Westlake Village, CA | View Report | |
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United Toxicology Management LLC
Registered in California
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Moorpark, CA Westlake Village, CA | View Report |
Person/City Match:Jeremy James Fields - Thousand Oaks, CA
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Be Epic Foundation
Registered in California
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Westlake Village, CA Thousand Oaks, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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