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HERMOSA WEALTH MANAGEMENT
HERMOSA INC.
CRD 310771
2447 PACIFIC COAST HIGHWAY, 2ND FLOOR, HERMOSA BEACH, CA, 90254, United States
Phone
(310) 870-8400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.9M
Discretionary AUM
$28.9M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $5.8M |
| High net worth individuals | 20 | $23.1M |
| Corporations/business entities | 1 | $105K |
All web addresses on file
Official SEC filing: View on IAPD