Mtc Wealth Management
Mtc Wealth Management is an SEC-registered mass-market adviser in Tampa, FL with $329.0M assets under management (AUM, regulatory AUM), +58% over one year. See who owns Mtc Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305308, SEC 801-117300, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $329.0M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 16
- Clients
- 1,172
- CRD
- 305308
- Ownership
- LARGENT, JOHN, MARCUS; SCHWARTZ, SARA, ANN; ARCHIBALD, NEIL; Cihal, Katie; MEMBERS TRUST COMPANY, FSB
How much AUM does Mtc Wealth Management have?
Mtc Wealth Management reported $329.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Mtc Wealth Management?
Disclosed owners and executives of Mtc Wealth Management include LARGENT, JOHN, MARCUS, SCHWARTZ, SARA, ANN, ARCHIBALD, NEIL, Cihal, Katie, MEMBERS TRUST COMPANY, FSB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.