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Hermosa Wealth Management

Hermosa Wealth Management. CRD 310771

Hermosa Wealth Management logo

CRD: 310771

Hermosa Wealth Management

Hermosa Beach, CA, 90254
3108708400
hermosawealth.com
$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
EagleLegacy unison +more
Established Date
09-24-2020
Office Locations
4

Office Locations

1097 Aviation Blvd Hermosa Beach CA
20108 Anza AVE Torrance CA
2447 Pacific Coast Highway 2ND Floor Hermosa Beach CA

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.

Team overview

50 AVG AGE
$14.5M AVG AUM / ADVISOR
$482.3K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Capital Capital Legacy quantum Vertex crest Insight Atlas

Client Personas

Momentum Beacon value

Custodian

Ember crest Prime Frontier Optima peak Optima unison Glacier harbor Legacy unison

Investment Themes

Capital Oak oak Signal Matrix unison Bridge harbor

Investment Vehicles

Eagle Peak value

Platform

Wave meridian Fusion ridge

Services

Value quantum Unison zenith Crest Vertex element Glacier Ember Timber crest North Foundation summit Vector peak

Technology

Ember legacy Alpha Capital

Owner & Executives

K

KENNETH SHANE GILLESPIE

Chief Compliance Officer, Founder, Managing Partner

CRD
#3267663
Ownership
75% or more
(608) 323-8093
meridian.frontier@beaconcapital.com
in linkedin.com/in/unison-signal

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Contacts

B

Brian Kevin Beckman

Owner

CRD
#7313671
(777) 798-4550
oak.atlas@glaciercapital.com
in linkedin.com/in/radial-signal
R

ROGER MANUEL DASILVA

--

CRD
#4033258
(521) 357-8948
momentum.quantum@peakcapital.com
in linkedin.com/in/quantum-value
H

Harbor glacier

Beacon beacon

CRD
#60932
(567) 906-5468
pioneer.oak@zenithcapital.com
in linkedin.com/in/beacon-capital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $28,937,111

$28.9M Total SMA
Public Funds:
42.2%
Equity - Exchange:
28.1%
Municipal Bonds:
29.7%
Asset class Assets Assets %
Public Funds $516,227,047 42.2%
Equity - Exchange $343,743,602 28.1%
Municipal Bonds $363,316,192 29.7%
Total $1,223,286,841 100.0%

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