MTC WEALTH MANAGEMENT

14055 Riveredge Dr. Suite 525
Tampa, Florida 33637
Tel: 888-727-9191

About MTC WEALTH MANAGEMENT

MTC WEALTH MANAGEMENT, formally registered with the SEC as MTC WEALTH MANAGEMENT. The firm was established in 09/06/2019. They have over 2 offices throughout the country.

MTC WEALTH MANAGEMENT is a Tampa, Florida based Financial Planning firm with nearly $313,622,881 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305308
SEC#	801-117300
Assets Managed by Firm	$313,622,881
No. of Clients	3
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$313,622,881
Other investment advisers	3	$313,622,881

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