Hermosa Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,832,047
Clients
58
Advisors
2
of 2 employees
About
Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm also offers educational seminars and workshops and may engage sub‑advisors to manage all or part of client portfolios.
Hermosa typically manages accounts on a discretionary, percentage‑of‑assets basis and tailors investment programs to documented client goals, risk tolerance and time horizons using fundamental and technical analysis with periodic (generally quarterly) reviews. Financial planning is offered on an hourly basis, and the firm documents client‑imposed restrictions and encourages clients to compare custodian statements.
A distinctive feature of Hermosa is its affiliation with a separate tax preparation and bookkeeping business owned by the firm’s principal; those services are offered to clients for separate compensation and are disclosed as a potential conflict of interest. The firm also runs free, educational seminars for the public and does not routinely vote client proxies—clients receive proxy materials directly and may request voting assistance if needed.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $4,000,000: 0.95% $4,000,000.01 - $5,000,000: 0.85% $5,000,000.01+: 0.75%
$250 per hour for financial planning services
Main office
2447 Pacific Coast Highway, 2nd Floor
Hermosa Beach CA 90254
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Hermosa Inc. · Hermosa Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Brian B
Hermosa Beach, CA
Hermosa Wealth Management
Brian Beckman is a financial advisor at Hermosa Wealth Management in Torrance, CA, with five years of industry experience. He has been with Hermosa Inc. since 2020 and has operated Beckman Consulting Inc. since 2010. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory services that incorporate fundamental and technical analysis, periodic reviews, and rebalancing, along with educational seminars and workshops for the public.
Kenneth G
Series 63, Series 65, Series 66
Hermosa Beach, CA
Hermosa Wealth Management
Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, 65, and 66 designations. His previous work includes roles at Oppenheimer & Co. Inc. and Garv, Inc. Outside of advisory work, he owns Hermosa Tax Inc., a tax preparation and bookkeeping business. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers educational seminars and may engage sub-advisors to manage portfolios, tailoring investment programs to client goals and reviewing them regularly.
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