Data / Investment advisers / California / KMT Wealth Management, LLC
KMT Wealth Management, LLC, Hermosa Beach, CA: $222 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
KMT Wealth Management, LLC is an SEC registered investment adviser with its main office in Hermosa Beach, California and reports $222 million in regulatory assets under management in its Form ADV filed September 17, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 328911
- SEC file number
- 801-130902
- SEC status
- Approved, effective August 9, 2024
- Main office
- 2447 Pacific Coast Hwy 2nd Floor, Hermosa Beach, CA 90254
- Phone
- (213) 600-6741
- Website
- kmtwealth.com
- Regulatory AUM
- $222,365,257 in the Form ADV filed September 17, 2026
- Discretionary AUM
- $222,365,257
- Accounts
- 34
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $222.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $222.4 million | February 10, 2026 |
| December 1, 2025 | $174.9 million | August 8, 2025 |
Other advisers in Hermosa Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Marlin Equity Partners | Hermosa Beach | $9.02 billion | 31 | adviserinfo.sec.gov |
| HH Capital Management, Inc. | Hermosa Beach | $851.4 million | Not listed | adviserinfo.sec.gov |
| Nolan Management LLC | Hermosa Beach | $450.4 million | 3 | adviserinfo.sec.gov |
| Epic Funds | Hermosa Beach | $166.5 million | 9 | adviserinfo.sec.gov |
| Cove Street Capital, LLC | Hermosa Beach | $93.8 million | 1 | adviserinfo.sec.gov |
| Jacob Asset Management of New York LLC | Hermosa Beach | $84.1 million | Not listed | adviserinfo.sec.gov |
| Terpsi Capital LP | Hermosa Beach | Not listed | 9 | adviserinfo.sec.gov |
| Step Ahead Capital, LLC | Hermosa Beach | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hermosa Beach, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- KMT Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.