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Brian Kevin Beckman

Hermosa Wealth Management

Torrance, CA

Hermosa Beach, CA

CRD 7313671

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Employer firm

Hermosa Wealth Management CRD 310771

$28.9M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Hermosa Wealth Management

2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2020-11-13
  • CA RA
    APPROVED_RES
    Since 2020-11-13

Branch Locations

20108 Anza Ave, Torrance, CA 90503 • United States

2447 Pacific Coast Highway 2Nd Floor, Hermosa Beach, CA 90254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hermosa Inc. Hermosa Beach CA 11/2020 Present
Beckman Consulting Inc Torrance CA 07/2010 Present
  • 11/2020 → Present
    Hermosa Inc.
    Hermosa Beach, CA
  • 07/2010 → Present
    Beckman Consulting Inc
    Torrance, CA

View on SEC IAPD

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