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KMT WEALTH MANAGEMENT, LLC

400 Continental Blvd.
6th Floor
El Segundo, California 90245
Tel: 773-895-8962

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About KMT WEALTH MANAGEMENT, LLC

KMT WEALTH MANAGEMENT, LLC, formally registered with the SEC as KMT WEALTH MANAGEMENT, LLC. The firm was established in 08/09/2024. They have over 2 offices throughout the country.

KMT WEALTH MANAGEMENT, LLC is a El Segundo, California based Financial Planning firm with nearly $174,949,350 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#328911
SEC#801-130902
Assets Managed by Firm$174,949,350
No. of Clients26
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total26$174,949,350
High net worth individualsFewer than 5 clients$174,949,350

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