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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL | I | COO | NA | |
| ARCHIBALD, NEIL, PHILIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| ARCHIBALD, NEIL, PHILLIP | I | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL | NA | Control |
| Appel, Stephen, Leslie | I | DIRECTOR | NA | Control |
| Appel, Stephen, Leslie | I | DIRECTOR | NA | Control |
| Appel, Stephen, Leslie | I | DIRECTOR | NA | Control |
| Appel, Stephen, Leslie | I | DIRECTOR | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| BRADDOCK, KATHERINE, JOHNSON | I | SVP, MANAGING DIRECTOR OF INVESTMENTS | NA | Control |
| CHONG, PAUL, JOSEPH | I | DIRECTOR | NA | Control |
| CHONG, PAUL, JOSEPH | I | DIRECTOR | NA | Control |
| COFFARO, DAVID, GEORGE | I | INTERIM PRESIDENT & CEO | NA | |
| COFFARO, DAVID, GEORGE | I | INTERIM PRESIDENT & CEO | NA | |
| COMFORT, ROBERT, JAMES | I | DIRECTOR | NA | Control |
| Cihal, Katie | I | CCO | NA | |
| Cihal, Katie | I | CCO | NA | |
| Cihal, Katie | I | CCO | NA | |
| De Jesus Luna, Jonnathan, Khris | I | VP, HEAD OF PORTFOLIO MANAGEMENT | NA | Control |
| De Jesus Luna, Jonnathan, Khris | I | VP, HEAD OF PORTFOLIO MANAGEMENT | NA | Control |
| De Jesus Luna, Jonnathan, Khris | I | VP, HEAD OF PORTFOLIO MANAGEMENT | NA | Control |
| De Jesus Luna, Jonnathan, Khris | I | VP, HEAD OF PORTFOLIO MANAGEMENT | NA | Control |
| De Jesus Luna, Jonnathan, Khris | I | VP, HEAD OF PORTFOLIO MANAGEMENT | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAKO, KENNETH, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| LARGENT, JOHN, MARCUS | I | CEO | NA | |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| MOSER, ROBERT, MICHAEL | I | DIRECTOR | NA | Control |
| Moco, Michael, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| ODONNELL, BARBARA, B | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| RICH, JONATHAN, DYCKMAN | I | DIRECTOR | NA | Control |
| Ritzenthaler, Jason, Richard | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Ritzenthaler, Jason, Richard | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SASAKI, KEI, ARNOLD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SASAKI, KEI, ARNOLD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SASAKI, KEI, ARNOLD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SASAKI, KEI, ARNOLD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SASAKI, KEI, ARNOLD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SCHWARTZ, SARA, ANN | I | CCO | NA | |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOKOOHI, PARASTU, PERSIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STOKES, JEFFREY, R | I | DIRECTOR | NA | Control |
| STOKES, JEFFREY, R | I | DIRECTOR | NA | Control |
| STOKES, JEFFREY, R | I | DIRECTOR | NA | Control |
| STOKES, JEFFREY, R | I | DIRECTOR | NA | Control |
| STOKES, JEFFREY, R | I | DIRECTOR | NA | Control |
| STRAND, MICHAEL, SCOTT | I | DIRECTOR | NA | Control |
| STRAND, MICHAEL, SCOTT | I | DIRECTOR | NA | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | MEMBER | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
| MEMBERS TRUST COMPANY, FSB | DE | SOLE PROPRIETOR | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ARCHIBALD, NEIL, PHILLIP | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ARCHIBALD, NEIL, PHILLIP | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ARCHIBALD, NEIL, PHILLIP | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ARCHIBALD, NEIL, PHILLIP | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Appel, Stephen, Leslie | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Appel, Stephen, Leslie | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Appel, Stephen, Leslie | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Appel, Stephen, Leslie | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| CHONG, PAUL, JOSEPH | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| CHONG, PAUL, JOSEPH | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| COMFORT, ROBERT, JAMES | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| LAKO, KENNETH, ERIC | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| LAKO, KENNETH, ERIC | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| LAKO, KENNETH, ERIC | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| LAKO, KENNETH, ERIC | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| MOSER, ROBERT, MICHAEL | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| MOSER, ROBERT, MICHAEL | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| MOSER, ROBERT, MICHAEL | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| MOSER, ROBERT, MICHAEL | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Mckay Bass, Melva | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Mckay Bass, Melva | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Mckay Bass, Melva | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ODONNELL, BARBARA, B | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ODONNELL, BARBARA, B | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ODONNELL, BARBARA, B | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| ODONNELL, BARBARA, B | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Purdy, James, Anthony | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Purdy, James, Anthony | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Purdy, James, Anthony | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| Purdy, James, Anthony | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| RICH, JONATHAN, DYCKMAN | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| RICH, JONATHAN, DYCKMAN | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| RICH, JONATHAN, DYCKMAN | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| RICH, JONATHAN, DYCKMAN | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| RIEKE, BLAINE, EUGENE | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| RIEKE, BLAINE, EUGENE | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| STOKES, JEFFREY, R | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| STOKES, JEFFREY, R | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| STOKES, JEFFREY, R | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| STOKES, JEFFREY, R | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| STRAND, MICHAEL, SCOTT | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| STRAND, MICHAEL, SCOTT | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| TREXLER, SARA, WILLIAMS | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| TREXLER, SARA, WILLIAMS | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| TREXLER, SARA, WILLIAMS | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| YOUNG, DIANE | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| YOUNG, DIANE | I | MEMBERS TRUST COMPANY, FSB | F | Control |
| YOUNG, DIANE | I | MEMBERS TRUST COMPANY, FSB | F | Control |
Registrations
Federal
IA
Jul 28, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL 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
Address
14055 RIVEREDGE DR. SUITE 525TAMPA, FL 33637
United States
Phone: 888-727-9191