Farmers Asset Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 336230
· SEC file 801-137660
· Westlake Village, CA
· www.farmers.com
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ADV data as of Oct 05, 2026
- Regulatory AUM
- $7.7M
- Discretionary
- $7.7M
- Clients
- 9
- Avg AUM / client
- $850K
- Accounts
- 9
- Employees
- 24
AUM over time
$0
$7.7M
Jul 17, 2026
Oct 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $7.7M | 100.0% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Robert Mauritzen | Registered representative | CFP | Dec 2025 (1y) | |
| Robert Scott Cullen | Registered representative | Dec 2025 (1y) | ||
| Robert Wayne Mitchell | Registered representative | CFP | Dec 2025 (1y) | |
| Zachary Schear | Registered representative | CFP | Dec 2025 (1y) | |
| Jin Huan Li | Registered representative | Jan 2026 (1y) | ||
| Mark Douglas Jett | Registered representative | Jan 2026 (1y) | ||
| Mathew Johnson | Registered representative | Jan 2026 (1y) | ||
| Ryan William Bravo | Registered representative | Jan 2026 (1y) | ||
| Ryane Wesley Dobbinson | Registered representative | Jan 2026 (1y) | ||
| James William Seela | Registered representative | Jan 2026 (1y) | ||
| Alex Mcdonald | Registered representative | Mar 2026 (1y) | ||
| Erin Hooten | Registered representative | Mar 2026 (1y) | ||
| Tyrone Meredith | Registered representative | Apr 2026 (0y) | ||
| Keith Robert Collins | Registered representative | May 2026 (0y) | ||
| Bryan Kent Pinkerton | Registered representative | May 2026 (0y) | ||
| Joben Khatkar | Registered representative | May 2026 (0y) | ||
| Paul Lawrence Munly | Registered representative | May 2026 (0y) | ||
| Trevor Patrick Moriarty | Registered representative | May 2026 (0y) | ||
| William Beyer | Registered representative | May 2026 (0y) | ||
| John Keller | Registered representative | May 2026 (0y) | ||
| Crissman Scott Crombie | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗