# MTC WEALTH MANAGEMENT LLC

MTC WEALTH MANAGEMENT LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 305308
- Type: SEC-registered investment adviser
- SEC file number: 801-117300
- Location: 14055 RIVEREDGE DR. SUITE 525, TAMPA, FL, 33637
- Phone: 888-727-9191
- Latest filing: 2026-03-03
- Regulatory AUM: $329.0M
- Discretionary AUM: $223.8M
- Non-discretionary AUM: $105.2M
- Clients: 16
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| Neil Phillip Archibald | CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL; GENERAL COUNSEL | — |
| Kenneth Eric Lako | CHIEF EXECUTIVE OFFICER | — |
| Katherine Johnson Braddock | SVP, MANAGING DIRECTOR OF INVESTMENTS | — |
| Jonathan Dyckman Rich | DIRECTOR | — |
| Robert Michael Moser | DIRECTOR | — |
| Jeffrey R Stokes | DIRECTOR | — |
| James Anthony Purdy | DIRECTOR | — |
| Barbara B Odonnell | DIRECTOR | — |
| Kei Arnold Sasaki | CHIEF INVESTMENT OFFICER | — |
| Jonnathan Khris De Jesus Luna | HEAD OF OPERATIONS; VP, HEAD OF PORTFOLIO MANAGEMENT | — |
| Lucy Ito | DIRECTOR | — |
| Maurice Ravelle Smith | DIRECTOR | — |
| Michael Edward Moco | CHIEF COMPLIANCE OFFICER | — |
| Parastu Persia Shokoohi | CHIEF COMPLIANCE OFFICER | — |
| RICH JONATHAN DYCKMAN | DIRECTOR | — |
| RIEKE BLAINE EUGENE | DIRECTOR | — |
| ARCHIBALD NEIL | COO | — |
| LARGENT JOHN MARCUS | CEO | — |
| COMFORT ROBERT JAMES | DIRECTOR | — |
| MOSER ROBERT MICHAEL | DIRECTOR | — |
| SCHWARTZ CYNTHIA ANN | CCO | — |
| ODONNELL BARBARA B | DIRECTOR | — |
| CHONG PAUL JOSEPH | DIRECTOR | — |
| YOUNG DIANE | DIRECTOR | — |
| Cihal Katie | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305308/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305308/similar
- Related entities: https://search.stillhousedata.com/firm/305308/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305308

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.