Mtc Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 3, 2026, reports $329M in regulatory assets under management, 16 employees, 1 office, and 2 accounts.
Assets Under Management
$329M
Employees
16
Offices
1 office
Total Clients
<5
Primary office
TAMPA, FL
14055 RIVEREDGE DR. SUITE 525, TAMPA, FL, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$329Mas of March 3, 2026
Discretionary68.0%
$224M
68% of total RAUM68.0%
Non-discretionary32.0%
$105M
32% of total RAUM32.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$329M
Total Accounts2
10Y AUM Change+$329M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee0:1
10Y Employee Change+13 (+433.3%)
* 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.