KMT Wealth Management provides portfolio management for individuals and small businesses.
KMT Wealth Management lists high-net-worth individuals as clients. Of its assets, 100.0% ($222M across 34 accounts) are managed with discretion.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $222M | 100.0% | — |
| Total | Not reported | $222M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $222M
- AUM share
- 100.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $222M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
KMT Wealth Management charges 0.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Karen Tatman owns 75% or more of KMT Wealth Management. Karen Tatman is CEO. It has 1 employee.
Leadership
Karen TatmanFounder/Chief Compliance Officer/Chief Executive Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of KMT Wealth Management, LLC
Karen Tatman
Control person · since September 2023
KMT Wealth Management’s regulatory assets grew from $175M (May 2025) to $222M (September 2026); employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $222M | 0 | 1 | 2 |
| May 2025 | $175M | 0 | 1 | 2 |
Besides its headquarters, KMT Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 2447 Pacific Coast Hwy, 2nd Floor, Hermosa BeachHQ
Contact and registration details
- Legal name
- KMT Wealth Management, LLC
- Headquarters
- 2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach, CA 90254
- Website
- kmtwealth.com
- Phone
- 213-600-6741
- @kmt-wealth-management
- SEC file
- 801-130902
- Structure
- California LLC
- Fiscal year end
- December
KMT Wealth Management uses Charles Schwab ($222M) as custodian for its separately managed accounts. KMT Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $222M100%
At year end, KMT Wealth Management’s separately managed accounts were mostly in funds (86%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $118M across 121 positions; the largest are Illinois Tool Wks Inc. (12.1%), Apple Inc. (6.6%) and Nvidia Corporation (6.4%).
What the accounts hold
- Stocks2%
- Funds86%
- Bonds10%
- State and local bonds6%
- U.S. government and agency bonds4%
- Cash2%
Reported 13F holdings
- $118M
- Reported 13F value
- 121
- Positions
- 42.6%
- In the 10 largest
- −35.8%
- Value vs. prior quarter
- Illinois Tool Wks Inc.12.1%
- Apple Inc.6.6%
- Nvidia Corporation6.4%
- SPDR Series Trust · ST Str P500etf4.6%
- Amazon Com Inc.2.9%
- Marriott Intl Inc. New · CL A2.2%
- Alphabet Inc. · Cap Stk CL A2.2%
- Tesla Inc.2.0%
- Babcock & Wilcox Enterprises1.8%
- Intensity Therapeutics Inc.1.7%
Together, the ten largest are 42.6% of reported value.
What services does KMT Wealth Management offer?
KMT Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does KMT Wealth Management charge?
KMT Wealth Management charges 0.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: KMT WEALTH MANAGEMENT, LLC ADV BROCHURE, filed 14 August 2026
Which custodians does KMT Wealth Management use?
KMT Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does KMT Wealth Management have?
KMT Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KMT Wealth Management invest in?
At the end of its last fiscal year, KMT Wealth Management’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 4% U.S. government and agency bonds, 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KMT Wealth Management?
KMT Wealth Management’s direct owner is Karen Tatman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does KMT Wealth Management get paid?
KMT Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact KMT Wealth Management?
KMT Wealth Management’s main office is at 2447 Pacific Coast Hwy, 2nd Floor, Hermosa Beach, CA 90254. Its phone number is 213-600-6741. Its website is kmtwealth.com.