KMT Wealth Management LLC

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Assets, Funds, Holdings

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KMT Wealth Management LLC
CRD #328911
SEC #801-130902
CIK #0002058235
AUM $174.9 M (2025-05-01)
Employees 1 (100% Investors, 0% Brokers)
Phone773-895-8962
Address2447 Pacific Coast Hwy
Hermosa Beach, CA 90254
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
180144108723602011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 0.9
Apple Inc 0.5
Nvidia Corp 0.4
Broadcom Inc 0.3
Home Depot Inc 0.2
 
 
 
 
 
 
Holdings by Sector ($M)
170136102683402024202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 174.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 26 174.9
By Discretionary
Discretionary 26 174.9
Non-Discretionary 0 0.0
Total 26 174.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 174.9
Total 26 174.9
EDGAR Form CIK 2011 - 2025
13F-HR [0002058235]
Comparable Firms State AUM ($B)
Lake Hills Wealth Management LLC
TX 0.2
Kahala Financial Advisors LLC
HI 0.2
Arbor Financial Planning LLC
MI 0.2
Excel Capital Management Corp
NJ 0.2
Flack Ember Louise
0.2
Fell Capital Management
CA 0.2
Global Wealth Management LC
FL 0.2
Mokan Wealth Management Inc
KS 0.2
Smith Partners Wealth Management LLC
NC 0.2
Red Mountain Financial LLC
CO 0.2
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