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MTM INVESTMENT MANAGEMENT, LLC

SPARTANBURG, SC · CRD 297500 · IAPD ↗ · 864-582-7000

$678.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — MTM INVESTMENT MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — MTM INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($451.3M -> $525.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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