Data / Investment advisers / Florida / MTC Wealth Management
MTC Wealth Management, Tampa, FL: $329 million AUM, SEC registered investment adviser
MTC Wealth Management is an SEC registered investment adviser with its main office in Tampa, Florida and reports $329 million in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 305308
- SEC file number
- 801-117300
- SEC status
- Approved, effective September 6, 2019
- Legal name
- MTC Wealth Management LLC
- Main office
- 14055 Riveredge Dr. Suite 525, Tampa, FL 33637
- Phone
- (888) 727-9191
- Regulatory AUM
- $329,006,989 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $223,798,644
- Non discretionary AUM
- $105,208,345
- Accounts
- 2
- Employees
- 16, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 2 | $329 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $329 million | March 3, 2026 |
| December 1, 2025 | $207.7 million | July 28, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clearwell Group | Tampa | $413.5 million | 23 | adviserinfo.sec.gov |
| Northbridge Financial Group, LLC | Tampa | $413.1 million | Not listed | adviserinfo.sec.gov |
| Code Waechter LLC | Tampa | $409 million | Not listed | adviserinfo.sec.gov |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | $339.2 million | Not listed | adviserinfo.sec.gov |
| Power Financial Partners, LLC | Tampa | $329.1 million | Not listed | adviserinfo.sec.gov |
| Healthedge Investment Partners | Tampa | $325.8 million | 5 | adviserinfo.sec.gov |
| Osceola Capital Management | Tampa | $322.3 million | 3 | adviserinfo.sec.gov |
| Brightwater Advisory, LLC | Tampa | $303.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- MTC Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.