MTX WEALTH MANAGEMENT, LLC

RESTON, Virginia·4 registered advisors·CRD# 142616
SEC# 801-673570571-665-5270
01

Firm Overview

AUM
$428M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MTX WEALTH MANAGEMENT, LLC

4 registered advisors
Bradley Jon Smith
RESTON, Virginia
Matthew A Ramos
BETHESDA, Maryland
Nina Ramo Mitchell
BETHESDA, Maryland
Steven Brent Trax
RESTON, Virginia
05

Office Locations

BETHESDA, Maryland
2 advisors
RESTON, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. MTX WEALTH MANAGEMENT, LLC (CRD# 142616) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.