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KMT WEALTH MANAGEMENT, LLC

HERMOSA BEACH, CA · CRD 328911 · IAPD ↗ · kmtwealth.com · 213-600-6741

$222.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — KMT WEALTH MANAGEMENT, LLC reported RAUM up 27% ($174.9M -> $222.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2025 — KMT WEALTH MANAGEMENT, LLC moved its main office from EL SEGUNDO, CA to HERMOSA BEACH, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
March 2025 — KMT WEALTH MANAGEMENT, LLC reported RAUM up 31% ($133.9M -> $174.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
September 2024 — KMT WEALTH MANAGEMENT, LLC (EL SEGUNDO, CA) is newly SEC-registered with $133.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
June 2024 — KMT WEALTH MANAGEMENT, LLC (EL SEGUNDO, CA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.