HERMOSA WEALTH MANAGEMENT

Overview

Hermosa Wealth Management is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as select institutional relationships, and describes itself as a capital allocator. Its fee model combines a percentage-of-assets arrangement with hourly charges. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. The firm does not identify as an active ESG investor and lists an affiliation with an accountant.

Assets & Accounts

Investments & Alternatives

Location & Offices