HERMOSA BEACH, CACRD 328911Latest ADV February 10, 2026
Kmt Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hermosa Beach, CA. Its latest Form ADV filing, dated February 10, 2026, reports $222M in regulatory assets under management, 1 employee, 1 office, and 34 accounts.
Assets Under Management
$222M
Employees
1
Offices
1 office
Total Clients
<5
Primary office
HERMOSA BEACH, CA
2447 PACIFIC COAST HWY, 2ND FLOOR, HERMOSA BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of February 10, 2026
Discretionary100.0%
$222M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$222M
Total Accounts34
10Y AUM Change+$222M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee—
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.