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Kmt Wealth Management, LLC

● SEC registered since 2024CRD 328911SEC# 801-130902Hermosa Beach, CA
Export (members)
Reg. AUM
$174.9M
Employees
1
Accounts
26
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 $174.9 million in regulatory assets under management and employs 1 people.
www.kmtwealth.comView on SEC.gov ↗

Kmt Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Karen Michelle Tatman ControlFounder/Chief Compliance Officer/Chief Executive OfficerOver 75%2023

Frequently asked questions

How much does Kmt Wealth Management, LLC manage?

Kmt Wealth Management, LLC reports $174.9 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

Address2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach, CA 90254
Phone773-895-8962
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$174.9M
Non-discretionary$0
Total (RAUM)$174.9M