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MTC WEALTH MANAGEMENT

TAMPA, FL · CRD 305308 · IAPD ↗ · 888-727-9191

$329.0MRegulatory AUM
9Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

59
April 2026 — MTC WEALTH MANAGEMENT reported RAUM up 58% ($207.7M -> $329.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — MTC WEALTH MANAGEMENT reported RAUM down 34% ($313.6M -> $207.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
59
April 2025 — MTC WEALTH MANAGEMENT grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
June 2024 — MTC WEALTH MANAGEMENT grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2024 — MTC WEALTH MANAGEMENT shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2024 — MTC WEALTH MANAGEMENT notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
57
April 2024 — MTC WEALTH MANAGEMENT reported RAUM up 47% ($213.5M -> $313.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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