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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2023
- Office Locations
- 1
Office Locations
About KMT Wealth Management, LLC
KMT Wealth Management is an independent RIA providing holistic wealth planning and investment management for successful individuals and families. Its process emphasizes empathy, full asset and expense inventorying, and evidence-based scenario analysis to simplify decisions. Founded and led by CFP® Karen Tatman (25+ years; Northern Trust and Goldman Sachs), the firm is not tied to proprietary products and custodians assets at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KAREN MICHELLE TATMAN
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4260350
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,365,257 | $6,540,155 |
| Non-Discretionary | $0 | -- |
| Total | $222,365,257 | $6,540,155 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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