MTC Wealth Management LLC

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Assets, Funds, Holdings

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MTC Wealth Management LLC
CRD #305308
SEC #801-117300
CIK #0001821455
AUM $313.6 MM (2024-05-20)
Employees 19 (32% Investors, 0% Brokers)
Phone888-727-9191
Address14055 RiverEdge Dr Suite 525
Tampa, FL 33637
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
MSFT 1,918.2 0.0
IBM 127.6 0.0
CAT 100.0 0.0
KO 270.0 0.0
DHR 183.1 0.0
JPM 340.2 0.0
NVDA 399.6 0.0
ABBV 269.5 0.0
XOM 385.5 0.0
View All
Holdings by Sector ($BB)
4.03.22.41.60.80.02016201920222025
AUM Breakdown Accounts AUM ($MM)
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 3 313.6
(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 3 313.6
By Discretionary
Discretionary 3 313.6
Non-Discretionary 0 0.0
Total 3 313.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 313.6
Total 3 313.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001821455]
13F-NT [0001821455]
Comparable Firms State AUM ($BB)
Coller Private Market Secondaries Advisors LLC
NY 0.3
JRE Advisors LLC
NY 0.3
Paradigm Funds Advisor LLC
NY 0.3
Your OCIO LLC
CA 0.3
Aetna Asset Advisors LLC
CT 0.3
AlpInvest Private Equity Investment Management LLC
NY 0.3
Ledger ILS Managers LLC
NY 0.3
Plante Moran Real Estate Investment Advisors LLC
MI 0.3
OFS CLO Management II LLC
IL 0.3
Reef Investment Management LLC
UT 0.3
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