# KMT Wealth Management, LLC

> KMT Wealth Management, LLC is an SEC-registered investment advisory firm in Hermosa Beach, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 328911
- Filed as: KMT WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hermosa Beach, CA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328911
- AdvisorCensus page: https://advisorcensus.com/firm/kmt-wealth-management-llc-hermosa-beach-ca-328911

## Quick answers

**How is KMT Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KMT Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is KMT Wealth Management, LLC located?**
KMT Wealth Management, LLC's principal office is in Hermosa Beach, CA, according to its Form ADV.

**Is KMT Wealth Management, LLC registered with the SEC or a state?**
KMT Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328911.

**How much does KMT Wealth Management, LLC manage?**
KMT Wealth Management, LLC reports $222,365,257 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have KMT Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for KMT Wealth Management, LLC: Regulatory assets under management: $133,925,944 in the October 2024 data and $222,365,257 in the October 2026 data, up 66%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does KMT Wealth Management, LLC use?**
KMT Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does KMT Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328911

**Does KMT Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 14, 2026 says: "We do not require a minimum dollar amount to open and maintain an advisory account."

**What changed in KMT Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $174,949,350 to $222,365,257 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Account minimum: None

> We do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $222,365,257
- Discretionary: $222,365,257
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | Fewer than 5 | $222,365,257 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kmtwealth.com
- LinkedIn @kmt-wealth-management
- LinkedIn @karentatman

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $133,925,944 | 1 | July 11, 2024 |
| October 2025 | $174,949,350 | 1 | May 1, 2025 |
| October 2026 | $222,365,257 | 1 | September 17, 2026 |

Regulatory assets under management: $133,925,944 in the October 2024 data and $222,365,257 in the October 2026 data, up 66%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $174,949,350 to $222,365,257 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KMT Wealth Management, LLC (CRD 328911): Form ADV filing data as of October 2026.