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MTC Wealth Management LLC
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CRD # | 305308 |
SEC # | 801-117300 |
CIK # | 0001821455 |
AUM | $313.6 MM (2024-05-20) |
Employees | 19 (32% Investors, 0% Brokers) |
Phone | 888-727-9191 |
Address | 14055 RiverEdge Dr Suite 525 Tampa, FL 33637 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001821455] | |
13F-NT | [0001821455] |
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Aetna Asset Advisors LLC
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AlpInvest Private Equity Investment Management LLC
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NY | 0.3 |
Ledger ILS Managers LLC
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Plante Moran Real Estate Investment Advisors LLC
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OFS CLO Management II LLC
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IL | 0.3 |
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UT | 0.3 |