Mtm Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethlehem, PA. Its latest Form ADV filing, dated March 25, 2026, reports $772M in regulatory assets under management, 16 employees, 1 office, and 3,276 accounts.
Assets Under Management
$772M
Employees
16
Offices
1 office
Total Clients
3,276
Primary office
BETHLEHEM, PA
4505 HANOVERVILLE ROAD, BETHLEHEM, PA, United States
Top client segmentIndividuals represent 99.5% of total clients.
Top client categories% of clientsClients
1
Individuals
99.5%
3,259
2
HNWI
0.4%
14
3
Charitable
0.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$772Mas of March 25, 2026
Discretionary100.0%
$772M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$772M
Total Accounts3,276
10Y AUM Change+$568M (+279.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee205:1
10Y Employee Change+12 (+300.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.