MTC WEALTH MANAGEMENT LLC

MTC WEALTH MANAGEMENT
TAMPA, Florida·21 registered advisors·CRD# 305308
SEC# 801-1173001888-727-9191
01

Firm Overview

AUM
$314M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
21
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Wealth ManagementFee-Only Advisory
04

Advisors at MTC WEALTH MANAGEMENT LLC

21 registered advisors
Barbara B Odonnell
TAMPA, Florida
David George Coffaro
TAMPA, Florida
James Anthony Purdy
TAMPA, Florida
Jason Richard Ritzenthaler
TAMPA, Florida
Jeffrey R Stokes
TAMPA, Florida
John Marcus Largent
TAMPA, Florida
Jonathan Dyckman Rich
TAMPA, Florida
Jonnathan Khris De Jesus Luna
TAMPA, Florida
Katherine Johnson Braddock
TAMPA, Florida
Katie Cihal
TAMPA, Florida
Kei Arnold Sasaki
TAMPA, Florida
Kenneth Eric Lako
TAMPA, Florida
Melva Mckay Bass
TAMPA, Florida
Michael Scott Strand
TAMPA, Florida
Neil Phillip Archibald
TAMPA, Florida
Parastu Persia Shokoohi
TAMPA, Florida
Paul Joseph Chong
TAMPA, Florida
Robert James Comfort
TAMPA, Florida
Robert Michael Moser
TAMPA, Florida
Sara Williams Trexler
TAMPA, Florida
Stephen Leslie Appel
TAMPA, Florida
05

Office Locations

TAMPA, Florida
21 advisors

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Data sourced from SEC Form ADV filings. MTC WEALTH MANAGEMENT LLC (CRD# 305308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.