KMT Wealth Management, LLC
Firm details
- Headquarters
- Hermosa Beach, California
- CRD number
- 328911
- Registered since
- August 9, 2024
- Website
- kmtwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
KMT Wealth Management, LLC is an independent, individual-owned advisory firm organized as an LLC that provides fee-based portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2024) and charges clients a percentage of assets under management. Filings characterize the adviser as not focused on ESG strategies and not operating as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- State & Local Bonds6%
- US Government Bonds4%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Karen Tatman
Founder & CEOCRD 4260350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$49.4M in ETFs
62%
$30.6M
9%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $5.4M | 61,881 | 11.02% |
Location
Hermosa Beach, CA
Los Angeles
Location
Hermosa Beach, CA
Headquartered in Hermosa Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2447 Pacific Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Epic Funds
RIAHermosa Beach, CA
Nolan Management LLC
RIAHermosa Beach, CA
Cove Street Capital, LLC
RIAHermosa Beach, CA
Jacob Asset Management of New York LLC
RIAHermosa Beach, CA
HH Capital Management, Inc.
RIAHermosa Beach, CA
Hermosa Wealth Management
RIAHermosa Beach, CA