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KMT Wealth Management
KMT Wealth Management was founded in 2023 and maintains its headquarters in El Segundo, California. The firm is organized as a registered investment adviser,...
KMT Wealth Management
KMT Wealth Management was founded in 2023 and maintains its headquarters in El Segundo, California. The firm is organized as a registered investment adviser, providing portfolio management and wealth planning services to high-net-worth individuals on both a discretionary and non-discretionary basis. The founding principals have not been publicly identified. The firm structures its client engagements around customized portfolio management. KMT's registration permits discretionary authority, meaning the firm can execute trades and rebalance accounts without requiring client approval for each transaction, alongside non-discretionary advisory arrangements where clients retain final decision authority. The specific asset-class mix and any direct co-investment or fund-commitment activities have not been publicly disclosed. The firm's Form ADV, filed with the SEC, would detail its advisory business, fee schedules, and any outside business activities — though the firm's small size and recent vintage mean its regulatory filings may still offer limited granularity on investment strategy. The geographic focus appears concentrated in the Southern California market where the firm is based. The firm's operational scale remains undisclosed. KMT does not publish assets under advisement or management, nor does it publicly report headcount. It maintains a single office in El Segundo and has not announced any additional locations or affiliated entities such as philanthropic foundations or operating companies. KMT Wealth Management's structure as a 2023-vintage RIA distinguishes it from roll-up aggregators and wirehouse breakaway teams that often carry legacy client books and inherited conflicts. A ground-up launch at this stage typically implies founder capital, a clean compliance record, and a discretionary mandate shaped by the specific high-net-worth clientele the founder served before launching — though the firm's youth means no track record or succession architecture has yet been pressure-tested.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
El Segundo
Corporate office
El Segundo, CA, United States
Frequently asked questions
Who makes investment decisions at KMT Wealth Management?
The firm's named principals and investment committee members have not been publicly identified. As a registered investment adviser, KMT is required to disclose key personnel on its Form ADV, including anyone who formulates investment advice or has discretionary authority over client accounts. Those filings are accessible through the SEC's Investment Adviser Public Disclosure database.
How does KMT Wealth Management charge for its services?
KMT's fee schedule has not been publicly disclosed. As an SEC-registered investment adviser, the firm is required to disclose its fee structure — including whether it charges a percentage of assets under management, hourly fees, fixed retainers, or performance-based fees — in its Form ADV Part 2A brochure. The firm's 2023 founding date means its filing history is limited but accessible.
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