HERMOSA WEALTH MANAGEMENT

HERMOSA WEALTH MANAGEMENT of HERMOSA BEACH, CA is an SEC-registered investment adviser (CRD 310771). Regulatory assets under management: $28.9M.

Registration

• CRD: 310771
• Type: Registered investment adviser
• Location: 2447 PACIFIC COAST HIGHWAY, HERMOSA BEACH, CA, 90254
• Phone: (310) 870-8400
• Latest filing: 2026-05-21
• Regulatory AUM: $28.9M
• Discretionary AUM: $28.9M
• Clients: 2
• Accounts: 165

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310771 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search