# MTC Wealth Management

> 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.

- CRD: 305308
- Filed as: MTC WEALTH MANAGEMENT
- Legal name: MTC Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305308
- AdvisorCensus page: https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $329,006,989
- Discretionary: $223,798,644
- Non-discretionary: $105,208,345

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 2 | $329,006,989 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Denver, CO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $265,838,414 | 9 | July 28, 2021 |
| October 2022 | $287,950,998 | 9 | March 7, 2022 |
| October 2023 | $213,481,275 | 9 | August 31, 2023 |
| October 2024 | $313,622,881 | 19 | May 20, 2024 |
| October 2025 | $207,695,797 | 17 | July 28, 2025 |
| October 2026 | $329,006,989 | 16 | March 3, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MTC Wealth Management (CRD 305308): Form ADV filing data as of October 2026.