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Debra Fields

President, CFO at FMB Wealth Management in Westlake Village, CA

Investment adviser registrationUpdated

Debra Fields is President, CFO of FMB Wealth Management, an investment adviser managing $616M, and works from its Westlake Village, CA office. Debra Fields has been registered as an investment adviser representative through FMB Wealth Management since 20 March 2014 and has 12 years in the industry across 4 firms.

12
Years in industry
12
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Debra Fields has been President, CFO of FMB Wealth Management since May 2001, is a control person of the firm and directly owns between 50% and 75% of it.

FMB Wealth Management is a Westlake Village, CA firm with $616M under management, 324 clients and 5 advisers in one office, as of its April 2026 filing.

Debra Fields’ longest registration is the current one, 12 years at FMB Wealth Management since 2014.

  1. Indivisible PartnersAlso current
    – present · under a year
    Westlake Village, CA · Adviser representative · Firm CRD 332431
  2. Soho Financial Services LLC
    – · under a year
    Montecito, CA · Adviser representative · Firm CRD 142510
  3. FMB Wealth ManagementCurrent
    – present · 12 years
    Westlake Village, CA · Adviser representative · Firm CRD 122309
  4. FMB Retirement ServicesAlso current
    – present · 12 years
    Westlake Village, CA · Adviser representative · Firm CRD 164571

Credentials and registrations

Investment adviser representative registrations

Debra Fields is registered as an investment adviser representative in California, since March 2014.

  • CaliforniaSince 20 March 2014

Examinations

No examinations are on Debra Fields’s record.

Key facts

Full name
Debra Annette Fields
CRD
3049831
Firm
FMB Wealth Management · CRD 122309
Role
President, CFO
Office
100 N. WESTLAKE BLVD., SUITE 201, Westlake Village, CA 91362
Registration
Investment adviser registration
In the industry since
March 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Debra Fields work?

Debra Fields has been President, CFO of FMB Wealth Management since May 2001, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 April 2026

Is Debra Fields a financial advisor?

Yes. Debra Fields has a current investment-adviser registration in California, through FMB Wealth Management since March 2014.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Debra Fields have?

Debra Fields has 12 years in the financial industry, since March 2014, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where is Debra Fields based?

Debra Fields’ registered office is in Westlake Village, CA.

Source: IAPD individual record, checked 22 October 2026

Is Debra Fields registered with FINRA?

No. Debra Fields has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Debra Fields’ record?

Search CRD 3049831 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Debra Fields’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at FMB Wealth Management

Sources

  1. IAPD individual record, CRD 3049831, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of FMB Wealth Management, filed 28 April 2026. Title, control and ownership bands.
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