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Kmt Wealth Management, LLC

% of assets managed in Hermosa Beach, CA

SEC registeredNo commissions reported

Call (213) 600-6741Send a messageMap ↗

Public-record details

Address
2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach, CA 90254
Phone
(213) 600-6741
Listed under
% of assets managed
CRD number
328911
Registration
SEC registered since 2024-08-09
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$222.4 million
Accounts managed
34
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-17

SEC registered investment adviser, CRD 328911, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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