Investment adviser · CRD 305308
MTC WEALTH MANAGEMENT
Investment adviser filing (IA)
MTC WEALTH MANAGEMENT LLC
TAMPA, FL, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $329M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $329,006,989 | 100.0% |
Filing source
Form ADV 2040909 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets
Principal office
14055 RIVEREDGE DR. SUITE 525TAMPA, FL, 33637, United States
CRD 305308
Filing source
Form ADV 2040909 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.