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KMT WEALTH MANAGEMENT, LLC
CRD 328911File 801-130902
APPROVED
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.4M
Below cohort median (national)
Discretionary AUM
$222.4M
Clients
0
34 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 9, 2024
- Principal office
- 2447 PACIFIC COAST HWY, 2ND FLOOR, HERMOSA BEACH, CA, 90254
- Phone
- 213-600-6741
- Website
- https://www.kmtwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.4M
- Discretionary AUM
- $222.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $222.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.