Kmt Wealth Management, LLC
● SEC registered since 2024CRD 328911SEC# 801-130902Hermosa Beach, CA
Reg. AUM
$222.4M
Employees
1
Accounts
34
Location
Hermosa Beach, CA
Kmt Wealth Management, LLC assets under management
Kmt Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Hermosa Beach, CA. The firm has been registered since 2024. It reports $222.4 million in regulatory assets under management and employs 1 people.
Kmt Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Michelle Tatman Control | Founder/Chief Compliance Officer/Chief Executive Officer | Over 75% | 2023 |
Frequently asked questions
How much does Kmt Wealth Management, LLC manage?
Kmt Wealth Management, LLC reports $222.4 million in regulatory assets under management on its Form ADV.
How many employees does Kmt Wealth Management, LLC have?
Kmt Wealth Management, LLC reports 1 employees.
Where is Kmt Wealth Management, LLC located?
Kmt Wealth Management, LLC is based in Hermosa Beach, CA and has been SEC-registered since 2024.
Does Kmt Wealth Management, LLC disclose fund performance?
Kmt Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach, CA 90254 |
| Phone | 773-895-8962 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.4M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$222.4Mregulatory AUM
Discretionary $222.4M