KMT WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$6.5M

Accounts

34

Employees

1

Advisory reps

1

Firm details

Headquarters: HERMOSA BEACH, California
CRD number: 328911
Registered since: August 9, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

KMT Wealth Management, LLC is an SEC-registered investment adviser (registration year 2024) organized as an LLC and owned by an individual. The firm’s advisory work centers on portfolio management for individuals and small businesses and it charges clients on a percentage-of-AUM basis. It is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 14

Active vs passive

$183M in ETFs

Passive

96%

$175M

Active

4%

$7.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$93.5M	291,438	51.11%

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Primary office

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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