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Karen Michelle Tatman

Founder/Chief Compliance Officer/Chief Executive OfficerKmt Wealth Management, LLCCRD 4260350

About Karen Michelle Tatman

Karen Michelle Tatman is listed as Founder/Chief Compliance Officer/Chief Executive Officer at Kmt Wealth Management, LLC in Hermosa Beach, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kmt Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Karen Michelle Tatman work?

Karen Michelle Tatman is listed as Founder/Chief Compliance Officer/Chief Executive Officer at Kmt Wealth Management, LLC on SEC Form ADV.

How much of Kmt Wealth Management, LLC does Karen Michelle Tatman own?

Form ADV reports a beneficial ownership band of Over 75%.

Kmt Wealth Management, LLC

TitleFounder/Chief Compliance Officer/Chief Executive Officer
OwnershipOver 75%
Control personYes
Since2023
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