AdvisorCensus / Financial advisors / Florida / Tampa / MTC Wealth Management
MTC Wealth Management
Filed as MTC WEALTH MANAGEMENT · Legal name MTC Wealth Management LLC
MTC Wealth Management is an SEC-registered investment advisory firm in Tampa, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.
Quick answers
From the filingHow is MTC Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), MTC Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is MTC Wealth Management located?
MTC Wealth Management's principal office is in Tampa, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is MTC Wealth Management registered with the SEC or a state?
MTC Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305308.
How much does MTC Wealth Management manage?
MTC Wealth Management reports $329,006,989 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (68% discretionary).
How have MTC Wealth Management's assets and staff changed since 2021?
In the Form ADV data for MTC Wealth Management: Regulatory assets under management: $265,838,414 in the October 2021 data and $329,006,989 in the October 2026 data, up 24%. Total employees: 9 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does MTC Wealth Management serve?
By number of clients on Form ADV Item 5.D: other investment advisers (2).
Does MTC Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305308
What changed in MTC Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $207,695,797 to $329,006,989 (+58%). Employees performing advisory functions went from 10 to 9.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 3, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$329,006,989 as of October 2026, filing dated March 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- MTC Wealth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 16. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $329,006,989 | 16 | March 3, 2026 |
| October 2025 | $207,695,797 | 17 | July 28, 2025 |
| October 2024 | $313,622,881 | 19 | May 20, 2024 |
| October 2023 | $213,481,275 | 9 | August 31, 2023 |
| October 2022 | $287,950,998 | 9 | March 7, 2022 |
| October 2021 | $265,838,414 | 9 | July 28, 2021 |
Regulatory assets under management: $265,838,414 in the October 2021 data and $329,006,989 in the October 2026 data, up 24%.
Total employees: 9 in October 2021 and 16 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $207,695,797 to $329,006,989 (+58%).
- Employees performing advisory functions went from 10 to 9.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. MTC Wealth Management (CRD 305308): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308