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KMT Wealth Management, LLC
KMT Wealth Management, LLC is an SEC-registered investment adviser based in Hermosa Beach, California. Founded by Karen Tatman, who brings over 25 years of experience including senior positions at Northern Trust Wealth Management and Goldman Sachs, the firm delivers holistic investment management and wealth planning for successful individuals and families. The firm is known for its empathetic, evidence-based approach and individualized, goals-based service model. KMT Wealth Management advises clients on portfolio construction, asset allocation, estate and trust planning, charitable giving, and tax strategies. The firm is led by industry-recognized leaders, and typically serves high-net-worth families seeking power and peace over their wealth. Employee count information is not publicly disclosed.
Investment Strategy
KMT Wealth Management provides discretionary and non-discretionary portfolio management services to retail investors, offering advice on equities, fixed income, mutual funds, ETFs, U.S. government and municipal securities, and similar investments. The firm does not offer proprietary products and emphasizes holistic financial planning. Investment accounts are managed in line with evidence-based strategies designed to avoid short-term market reactions and minimize emotional decision-making. Clients benefit from ongoing supervision of their assets, tailor-made strategies aligned to personal objectives, and reviews triggered by significant life events or changes in risk tolerance.
Latest 13F Filing Activity
KMT Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions with a total 13F market value of $169M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Star FDS among other positions. KMT Wealth Management, LLC reduced exposure to SPDR S&P 500 Etf TR, Vanguard Index FDS, Ishares TR among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 48.87% | $82.8M | 272,445 | $287.53 | $303.93 | +$16.8M |
I IVV | ISHARES TR | 37.60% | $63.7M | 102,601 | $590.99 | $620.90 | +$10.2M |
V VXUS | VANGUARD STAR FDS | 5.28% | $9.0M | 129,571 | $58.93 | $69.09 | +$905.7K |
D DFAS | DIMENSIONAL ETF TRUST | 3.40% | $5.8M | 90,461 | $65.08 | $63.71 | +$358.2K |
S SPY | SPDR S&P 500 ETF TR | 1.28% | $2.2M | 3,504 | $560.65 | $617.85 | -$2.2M |
Industry Allocation
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