MTC WEALTH MANAGEMENT LLC

MTC WEALTH MANAGEMENT LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 305308). Regulatory assets under management: $329.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Pooled vehicles.

Officers, owners & control persons (40)

Showing 25 of 40 people.

NameRoleLocation
Neil Phillip ArchibaldCHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL; GENERAL COUNSEL—
Kenneth Eric LakoCHIEF EXECUTIVE OFFICER—
Katherine Johnson BraddockSVP, MANAGING DIRECTOR OF INVESTMENTS—
Jonathan Dyckman RichDIRECTOR—
Robert Michael MoserDIRECTOR—
Jeffrey R StokesDIRECTOR—
James Anthony PurdyDIRECTOR—
Barbara B OdonnellDIRECTOR—
Kei Arnold SasakiCHIEF INVESTMENT OFFICER—
Jonnathan Khris De Jesus LunaHEAD OF OPERATIONS; VP, HEAD OF PORTFOLIO MANAGEMENT—
Lucy ItoDIRECTOR—
Maurice Ravelle SmithDIRECTOR—
Michael Edward MocoCHIEF COMPLIANCE OFFICER—
Parastu Persia ShokoohiCHIEF COMPLIANCE OFFICER—
RICH JONATHAN DYCKMANDIRECTOR—
RIEKE BLAINE EUGENEDIRECTOR—
ARCHIBALD NEILCOO—
LARGENT JOHN MARCUSCEO—
COMFORT ROBERT JAMESDIRECTOR—
MOSER ROBERT MICHAELDIRECTOR—
SCHWARTZ CYNTHIA ANNCCO—
ODONNELL BARBARA BDIRECTOR—
CHONG PAUL JOSEPHDIRECTOR—
YOUNG DIANEDIRECTOR—
Cihal KatieCCO—

Branch offices (2)

CityStateEmployeesPhone
DENVERCO1888-727-9191
DENVERCO1888-727-9191

More on this firm