Hermosa Wealth Management

RIAState Registered

Total AUM

$28.9M

Discretionary

$28.9M

100% of AUM

Avg account

$175K

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: Hermosa Beach, California
CRD number: 310771
Website: www.hermosacorp.com
Custodians: CHARLES SCHWAB & CO., INC., MY529
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI79.69%
Individuals19.95%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hermosa Wealth Management is an independent, privately owned advisory corporation that serves individuals, families and some institutional clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, supplements its investment work by selecting other advisers on clients’ behalf, and offers educational seminars and workshops. Its revenue model includes a percentage-of-assets fee and the option for hourly charges. State registration is listed in California and Indiana. The firm identifies as a capital allocator and does not describe itself as an ESG-focused investor.