KMT Wealth Management, LLC
SEC RegisteredGiving You Power And Peace Over Your Wealth
About the firm
KMT Wealth Management offers holistic investment management and wealth planning rooted in trust, empathy and evidence-based research. Clients experience exclusive, personalized care with accessibility and convenience, free from the distractions and pressures of large institutions. The firm is founded and led by Karen Tatman, CFP®, who has over 25 years of experience in financial planning and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic investment management and wealth planning, including investment management, financial planning, estate strategies, and behavioral coaching, delivered through a personalized process of empathizing, quantifying, and simplifying clients' financial situations.
Who they serve
Successful individuals and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KMT Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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