MTC WEALTH MANAGEMENT LLC
Legal name: MTC WEALTH MANAGEMENT
CRD #305308 SEC #801-117300 TAMPA, FL 888-727-9191
SEC Registered
Total AUM
$207.7M
Discretionary
$207.7M
Employees
17
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $207.7M | $207.7M | $0 | 17 | 0 |
| Mar 2025 | $207.7M | $207.7M | $0 | 17 | 0 |
| May 2024 | $313.6M | $313.6M | $0 | 19 | 0 |
| Mar 2024 | $313.6M | $313.6M | $0 | 14 | 0 |
| Nov 2023 | $213.5M | $213.5M | $0 | 9 | 0 |
| Aug 2023 | $213.5M | $213.5M | $0 | 9 | 0 |
| Jul 2023 | $194.6M | $0 | $194.6M | 8 | 2 |
| Jul 2023 | $194.6M | $194.6M | $0 | 9 | 1 |
| Mar 2023 | $194.6M | $194.6M | $0 | 9 | 1 |
| Dec 2022 | $288M | $288M | $0 | 9 | 1 |
| Mar 2022 | $288M | $288M | $0 | 9 | 1 |
| Jul 2021 | $265.8M | $265.8M | $0 | 9 | 2 |
| Mar 2021 | $230.9M | $230.9M | $0 | 10 | 1 |
| Jun 2020 | $180.4M | $180.4M | $0 | 9 | 0 |
| Feb 2020 | $180.4M | $180.4M | $0 | 9 | 0 |
| Jan 2020 | $178.3M | $178.3M | $0 | 9 | 0 |
DateJul 2025
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees17
Clients0
DateMay 2024
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2024
Total AUM$313.6M
Discretionary$313.6M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees9
Clients0
DateAug 2023
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$194.6M
Discretionary$0
Non-Disc.$194.6M
Employees8
Clients2
DateJul 2023
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees9
Clients1
DateDec 2022
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees9
Clients1
DateMar 2022
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees9
Clients1
DateJul 2021
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees9
Clients2
DateMar 2021
Total AUM$230.9M
Discretionary$230.9M
Non-Disc.$0
Employees10
Clients1
DateJun 2020
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees9
Clients0