Disclosures

Website Disclosure

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.

Please contact the firm for further information.

Advisory services offered through KMT Wealth Management, LLC an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about KMT Wealth Management, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database.  KMT Wealth Management, LLC does not offer or provide legal advice. Please consult your attorney for such services.

About Page Disclosure

* Women of Influence in Finance recognition was awarded by the Los Angeles Business Journal. The professionals recognized did not pay a fee to be considered or selected. Profiles were developed from nomination materials submitted to the publication and reviewed by its editorial staff. Those selected for inclusion were reviewed by the editorial department. The professionals were chosen based on a demonstration of impact made on the profession and on the Los Angeles community. This recognition is not indicative of investment performance or success, does not reflect the experience of any client, and should not be construed as an endorsement of the firm or its advisory services. Mrs. Tatman received this recognition on February 10th, 2025.

** Inc. Female Founders 500 is awarded by Inc. magazine. Candidates submitted applications describing leadership and business accomplishments during the prior year. Applications were reviewed, scored, and vetted by Inc.’s editorial and research teams based on leadership impact and organizational success. The award was not based on investment performance and is not indicative of future results or client experience. No compensation was paid to Inc. magazine to obtain the award. Mrs. Tatman received the award in March, 2025.

IMPORTANT NOTICE (Required Click-Through Disclosure)

You are now leaving the KMT Wealth Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with KMT Wealth Management or any advisor whose name appears on this Website. KMT Wealth Management is independently owned and operated. Schwab neither endorses nor recommends KMT Wealth Management unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with KMT Wealth Management under which Schwab provides KMT Wealth Management with services related to your account. Schwab does not review the KMT Wealth Management Website, and makes no representation regarding the content of the Website. The information contained in the KMT Wealth Management Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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