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| MTC Wealth Management LLC
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|---|---|
| CRD # | 305308 |
| SEC # | 801-117300 |
| CIK # | 0001821455 |
| AUM | $207.7 M (2025-07-28) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Phone | 888-727-9191 |
| Address | 14055 RiverEdge Dr Suite 525 Tampa, FL 33637 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Trebia Acquisition Corp | 0.1 | |
| Apple Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| International Business Machines Corp | 0.0 | |
| Caterpillar Inc | 0.0 | |
| Coca Cola Co | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Costco Wholesale Corp /NEW | 0.0 | |
| Nvidia Corp | 0.0 |
| Holdings by Sector ($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 | 3 | 207.7 |
| (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 | 207.7 |
| By Discretionary | ||
| Discretionary | 3 | 207.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 207.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.7 | |
| Total | 3 | 207.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001821455] | |
| 13F-NT | [0001821455] |
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|---|---|---|
|
OT Management LLC
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|
MA | 0.2 |
|
First Trust Global Portfolios Limited
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0.2 | |
|
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TX | 0.2 |
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Magnetar Asset Management LLC
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EKON Advisors LLC
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0.2 | |
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Community Development Fund Advisors LLC
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|
0.2 | |
|
Capital Z Asset Management LLC
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|
0.2 | |
|
Retirement Planology Inc
✚
|
VA | 0.2 |