Overview
Assets Under Management: $175 million
Headquarters: EL SEGUNDO, CA
Frequently Asked Questions
KMT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328911), KMT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KMT WEALTH MANAGEMENT, LLC is headquartered in EL SEGUNDO, CA.
According to their SEC Form ADV, KMT WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
KMT WEALTH MANAGEMENT, LLC manages $175 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, KMT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Total Client Accounts: 26
Discretionary Accounts: 26
Regulatory Filings
CRD Number: 328911
Last Filing Date: 2025-03-04 00:00:00
Website: https://kmtwealth.com