Hermosa Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,467,272
Total clients
54
24% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$453,098
About
Hermosa Wealth Management provides discretionary asset management, financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, managing about $24.5 million in client assets across roughly 54 relationships. The firm also conducts educational seminars and workshops to the public and prepares tailored financial plans when requested.
The firm’s advisory work is goal‑driven and built around clients’ time horizons and risk tolerance, using fundamental and technical analysis, periodic account reviews and rebalancing. Hermosa may appoint sub‑advisors to manage portions of client portfolios and has recently begun offering alternative investments as part of its investment lineup; financial planning is offered on an hourly basis.
Distinctive aspects disclosed in the brochure include an affiliation with a separate tax preparation and bookkeeping practice that provides services to clients for separate compensation, a relationship the firm discloses as a potential conflict of interest and states it mitigates. The firm also emphasizes free, public educational seminars and workshops and notes recent operational changes (use of sub‑advisors and alternative investments) in its most recent filing.
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%
Financial Planning Services at $250 per hour, negotiable
Fee-only: Financial planning charged at $250 per hour, negotiable
Main office location
Hermosa Wealth Management
2447 Pacific Coast Highway, 2 Nd Floor
Hermosa Beach CA 90254, United States
Number of offices
1
Most active in
California · Indiana · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")