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Founder/chief Compliance Officer/chief Executive Officer · KMT Wealth Management, LLC

Karen M. Tatman

CRD 4260350 · Named on Form ADV at one SEC-registered adviser

At a glance

KMT Wealth Management, LLC, an SEC-registered wealth manager based in Hermosa Beach, CA with $222 million in regulatory assets, lists Karen M. Tatman on its Form ADV as Founder/chief Compliance Officer/chief Executive Officer, a control person.

Firms and roles

  • KMT Wealth Management, LLCFounder/chief Compliance Officer/chief Executive OfficerWealth manager · Hermosa Beach, CA · $222M in regulatory assets

AtlasMembers

Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.