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 a small, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It does not characterize itself as an ESG investor, does not act as a capital allocator to externally managed funds, and is not registered as a multi-state adviser, pension consultant, or related 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
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