City
Wealth management firms in Hermosa Beach, California
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Hermosa Beach, California reported $462.9 million in regulatory assets under management; the largest by assets was KMT Wealth Management, LLC, with $222.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $462.9 million
- Average per firm
- $33.1 million
- SEC-registered, of those listed
- 3 of 14 (21.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | KMT Wealth Management, LLC | SEC | $222.4 million | 34 |
| 2 | New Wave Financial Services | SEC | $121.6 million | 234 |
| 3 | Glenmore Financial, Inc, Lifesighted | State | $32.2 million | 151 |
| 4 | Hermosa Wealth Management | State | $28.9 million | 165 |
| 5 | Convexbeta Investments, LLC | State | $17.8 million | 26 |
| 6 | Axis Capital Management, LLC | State | $15.8 million | 21 |
| 7 | John Nuckel LLC | State | $14.8 million | 3 |
| 8 | Desert Capital Management Group, Inc | State | $5.7 million | 139 |
| 9 | Wealth Being Advisors LLC | State | $2.8 million | 33 |
| 10 | Northwoods Financial Partners LLC | State | $705,000 | 4 |
| 11 | Munifi, LLC | SEC | $197,892 | 7 |
| 12 | Hermosa Advisors | State | $0 | 0 |
| 13 | Hermosa Capital Management, LLC | State | $0 | 0 |
| 14 | Ylp Financial, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.