Mtc Wealth Management LLC
● SEC registered since 2019CRD 305308SEC# 801-117300Tampa, FL
Reg. AUM
$329M
Employees
16
Accounts
2
Location
Tampa, FL
Mtc Wealth Management LLC assets under management
Mtc Wealth Management LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2019. It reports $329 million in regulatory assets under management and employs 16 people.
Mtc Wealth Management LLC owners & executives
21 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara B Odonnell Control | Director | Under 5% | 2019 |
| Jeffrey R Stokes Control | Director | Under 5% | 2024 |
| Jonathan Dyckman Rich Control | Director | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Mtc Wealth Management LLC manage?
Mtc Wealth Management LLC reports $329 million in regulatory assets under management on its Form ADV.
How many employees does Mtc Wealth Management LLC have?
Mtc Wealth Management LLC reports 16 employees.
Where is Mtc Wealth Management LLC located?
Mtc Wealth Management LLC is based in Tampa, FL and has been SEC-registered since 2019.
Does Mtc Wealth Management LLC disclose fund performance?
Mtc Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14055 Riveredge Dr. Suite 525, Tampa, FL 33637 |
| Phone | 888-727-9191 |
| Office hours | 8:30 a.m. - 5:30 p.m. (Est) |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1821455 |
| Discloses disciplinary history | No |
Regulatory AUM
$329M▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$329Mregulatory AUM
Discretionary $223.8MNon-discretionary $105.2M