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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RAMOS, MATTHEW, A | I | VICE PRESIDENT | NA | |
| RAMOS, MATTHEW, A | I | VICE PRESIDENT | NA | |
| RAMOS, MATTHEW, A | I | VICE PRESIDENT | NA | |
| RAMOS, MATTHEW, A | I | CHIEF OPERATING OFFICER | NA | |
| RAMOS, MATTHEW, A | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| SMITH, BRADLEY, JON | I | CHIEF INVESTMENT OFFICER | NA | |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | OWNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| MITCHELL, NINA, RAMO | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | OWNER | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRINCIPAL | D | Control |
| TRAX, STEVEN, BRENT | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Apr 2, 2019 REGISTERED
Notice Filings (8)
AZ CA FL LA MD NY TX VA
Address
11710 PLAZA AMERICA DRIVESUITE 1010
RESTON, VA 20190
United States
Phone: 571-665-5270