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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-24-2020
- Office Locations
- 4
Office Locations
About Hermosa Wealth Management
Hermosa Wealth Management is a California-based RIA providing integrated wealth, investment management, and financial planning for affluent and high-net-worth individuals, families, entrepreneurs, foundations, and nonprofits. The firm builds customized portfolios with security selection, asset allocation, and ongoing monitoring, and plans across retirement, risk, estate, and tax strategy. Custody includes Charles Schwab & Co.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 60 clients, or 30 clients per representative. That equates to $482.3K in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hermosa Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH SHANE GILLESPIE
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #3267663
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brian Kevin Beckman
Owner
- CRD
- #7313671
ROGER MANUEL DASILVA
--
- CRD
- #4033258
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,937,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,937,111 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hermosa Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.