← Tributary

MTM FINANCIAL GROUP, LLC

BETHLEHEM, PA · CRD 147221 · IAPD ↗ · morethanmoneyonline.com · 610-746-7007

$771.6MRegulatory AUM
9Advisory reps
16Employees
0Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MTM FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — MTM FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($488.2M -> $620.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
March 2024 — MTM FINANCIAL GROUP, LLC reported RAUM up 29% ($377.8M -> $488.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.