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| Keyboard |
| MTC Wealth Management LLC
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|---|---|
| CRD # | 305308 |
| SEC # | 801-117300 |
| CIK # | 0001821455 |
| AUM | 329.0 M (2026-03-03) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-727-9191 |
| Address | 14055 RiverEdge Dr Suite 525 Tampa, FL 33637 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Trebia Acquisition Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 329.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 329.0 |
| By Discretionary | ||
| Discretionary | 1 | 223.8 |
| Non-Discretionary | 1 | 105.2 |
| Total | 2 | 329.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.0 | |
| Total | 2 | 329.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001821455] | |
| 13F-NT | [0001821455] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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