| 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 |
Mtc Wealth Management LLC reports $207.7 million in regulatory assets under management on its Form ADV.
Mtc Wealth Management LLC reports 17 employees.
Mtc Wealth Management LLC is based in Tampa, FL and has been SEC-registered since 2019.
Mtc Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $207.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $207.7M |