MTC WEALTH MANAGEMENT

RIASEC RegisteredEst. 2019

Total AUM

$329M

Discretionary

$224M

68% of AUM

Avg account

$165M

Accounts

2

Employees

16

Advisory reps

15

Firm details

Headquarters: TAMPA, Florida
CRD number: 305308
Registered since: September 6, 2019
Website: mtcwealthmanagement.com
Fee structure: Percentage of AUM
Client types: Other Investment Advisers100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MTC Wealth Management is an LLC that registered with the SEC in 2019 and serves institutional clients. The firm provides portfolio management specifically for businesses and institutions and charges fees as a percentage of assets under management. Its ownership is listed as both a domestic entity and individuals, and it maintains an affiliation with banking or thrift institutions. MTC does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Owners & executives

3 of 4

KEI SASAKI
CIOCRD 5985572
Jason Liu
Chief Growth OfficerCRD 2992024
KENNETH LAKO
President, CEOCRD 4572751

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Contacts

3 of 11

NEIL ARCHIBALD
Executive Vice PresidentCRD 4619527
MICHAEL SCIULLI
Vice President, Wealth Management ConsultantCRD 6128139
Vera Feldbusch
Wealth Management ConsultantCRD 5257078

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 14

Active vs passive

$220M in ETFs

Passive

100%

$220M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)	BlackRock	Passive	Intermediate Core Bond	$44.6M	449,187	20.31%

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Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region: South
County: HILLSBOROUGH
Address: 14055 Riveredge Dr
Time zone: ET (UTC-5)
Office locations

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