Mtm Financial Group, LLC
● SEC registered since 2015CRD 147221SEC# 801-97342Bethlehem, PA
Reg. AUM
$771.6M
Employees
16
Accounts
3,276
Location
Bethlehem, PA
Mtm Financial Group, LLC assets under management
Mtm Financial Group, LLC is an investment advisory firm registered with the SEC based in Bethlehem, PA. The firm has been registered since 2015. It reports $771.6 million in regulatory assets under management and employs 16 people.
Mtm Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad David Rupprecht Control | Chief Operating Officer | 10-25% | 2025 |
| Diane Marie Dickison Control | Chief Financial Officer | 10-25% | 2025 |
| Gene Richard Dickison Control | Managing Member/Chief Compliance Officer/Chief Financial Officer | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Mtm Financial Group, LLC manage?
Mtm Financial Group, LLC reports $771.6 million in regulatory assets under management on its Form ADV.
How many employees does Mtm Financial Group, LLC have?
Mtm Financial Group, LLC reports 16 employees.
Where is Mtm Financial Group, LLC located?
Mtm Financial Group, LLC is based in Bethlehem, PA and has been SEC-registered since 2015.
Does Mtm Financial Group, LLC disclose fund performance?
Mtm Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4505 Hanoverville Road, Bethlehem, PA 18020 |
| Phone | 610-746-7007 |
| Fax | 610-746-2407 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$771.6M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$771.6Mregulatory AUM
Discretionary $771.6M