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Mt Asset Management, LLC

● SEC registered since 2008CRD 147381SEC# 801-69239Matawan, NJ
Export (members)
Reg. AUM
$1.24B
Employees
9
Accounts
936
Location
Matawan, NJ

Mt Asset Management, LLC assets under management

Mt Asset Management, LLC is an investment advisory firm registered with the SEC based in Matawan, NJ. The firm has been registered since 2008. It reports $1.2 billion in regulatory assets under management and employs 9 people.

Mt Asset Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Hunter Wilhelm Frey ControlCeo/Chief Compliance OfficerUnder 5%2025
Mtco LLC ControlManaging Member/OwnerOver 75%2014
Leda Mt Invest LLCMember/Owner25-50%2024
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Frequently asked questions

How much does Mt Asset Management, LLC manage?

Mt Asset Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Mt Asset Management, LLC have?

Mt Asset Management, LLC reports 9 employees.

Where is Mt Asset Management, LLC located?

Mt Asset Management, LLC is based in Matawan, NJ and has been SEC-registered since 2008.

Does Mt Asset Management, LLC disclose fund performance?

Mt Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Route 34, Suite 604, Matawan, NJ 07747
Phone212-850-8103
Fax212-850-8102
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.24B▼ 9%
Jan '25 — $1.36BFeb '25 — $1.36BMar '25 — $1.36BApr '25 — $1.37BMay '25 — $1.37BJun '25 — $1.37BJul '25 — $1.4BAug '25 — $1.4BSep '25 — $1.4BOct '25 — $1.46BNov '25 — $1.46BDec '25 — $1.46BJan '26 — $1.24BFeb '26 — $1.24BMar '26 — $1.24BApr '26 — $1.24BMay '26 — $1.24BJun '26 — $1.24B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$1.24Bregulatory AUM
Discretionary $1.24B