MTX WEALTH MANAGEMENT, LLC
CRD #142616 SEC #801-67357 RESTON, VA 571-665-5270
SEC Registered
Total AUM
$427.8M
Discretionary
$427.8M
Employees
9
Clients
51
Accounts
969
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $427.8M | $427.8M | $0 | 9 | 0 |
| Mar 2019 | $427.8M | $427.8M | $0 | 9 | 0 |
| Oct 2018 | $430.2M | $430.2M | $0 | 9 | 0 |
| Mar 2018 | $430.2M | $430.2M | $0 | 9 | 0 |
| Apr 2017 | $389.2M | $389.2M | $0 | 9 | 26 |
| Mar 2017 | $389.2M | $389.2M | $0 | 9 | 26 |
| Jul 2016 | $375.2M | $375.2M | $0 | 9 | 26 |
| Mar 2016 | $375.2M | $375.2M | $0 | 9 | 26 |
| Dec 2015 | $341.7M | $341.7M | $0 | 9 | 26 |
| Mar 2015 | $341.7M | $341.7M | $0 | 8 | 26 |
| Feb 2015 | $480.5M | $480.5M | $0 | 10 | 26 |
| Mar 2014 | $480.5M | $480.5M | $0 | 10 | 26 |
| Mar 2013 | $425.1M | $425.1M | $0 | 10 | 26 |
| Nov 2012 | $377.9M | $377.9M | $0 | 10 | 26 |
| Oct 2012 | $377.9M | $377.9M | $0 | 6 | 26 |
| May 2012 | $377.9M | $377.9M | $0 | 6 | 26 |
| Mar 2012 | $377.9M | $377.9M | $0 | 6 | 26 |
| May 2011 | $359M | $359M | $0 | 10 | -- |
| Apr 2011 | $359M | $359M | $0 | 10 | -- |
| Mar 2010 | $343.8M | $343.8M | $0 | 10 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
| Feb 2007 | $0 | $0 | $0 | 10 | -- |
| Jan 2007 | $0 | $0 | $0 | 10 | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateApr 2019
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$430.2M
Discretionary$430.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$430.2M
Discretionary$430.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2017
Total AUM$389.2M
Discretionary$389.2M
Non-Disc.$0
Employees9
Clients26
DateMar 2017
Total AUM$389.2M
Discretionary$389.2M
Non-Disc.$0
Employees9
Clients26
DateJul 2016
Total AUM$375.2M
Discretionary$375.2M
Non-Disc.$0
Employees9
Clients26
DateMar 2016
Total AUM$375.2M
Discretionary$375.2M
Non-Disc.$0
Employees9
Clients26
DateDec 2015
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$341.7M
Discretionary$341.7M
Non-Disc.$0
Employees8
Clients26
DateFeb 2015
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees10
Clients26
DateMar 2014
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees10
Clients26
DateMar 2013
Total AUM$425.1M
Discretionary$425.1M
Non-Disc.$0
Employees10
Clients26
DateNov 2012
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees10
Clients26
DateOct 2012
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$377.9M
Discretionary$377.9M
Non-Disc.$0
Employees6
Clients26
DateMay 2011
Total AUM$359M
Discretionary$359M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$359M
Discretionary$359M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$343.8M
Discretionary$343.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--