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MTC WEALTH MANAGEMENT
MTC WEALTH MANAGEMENT LLC
CRD 305308 · SEC 801-117300
14055 RIVEREDGE DR. SUITE 525, TAMPA, FL, 33637, United States
Phone
888-727-9191
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.0M
Discretionary AUM
$223.8M
Team
16 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 2 | $329.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
Official SEC filing: View on IAPD