Mtc Wealth Management

CRD 305308 · Tampa, FL · $329.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 305308
SEC number: 801-117300
Firm type: RIA
Assets under management: $329.0M as of Mar 3, 2026
Website: Not yet retrieved from the source record
Phone: 888-727-9191
Address: 14055 Riveredge Dr. Suite 525, Tampa, FL, 33637

Advisors at this firm

7 in our index · page 1 of 1

Katherine Johnson BraddockCRD 2151467 · Denver, CO

IA Registered
Vera Jalilla FeldbuschCRD 5257078 · Venice, CA

IA RegisteredRegistration inactive
Sharon Kay GiuffreCRD 1986086 · Houston, TX

IA Registered
Jason Patrick LiuCRD 2992024 · Battle Ground, WA

IA RegisteredRegistration inactive
Kei Arnold SasakiCRD 5985572 · Chatham, NJ

IA Registered
Michael John SciulliCRD 6128139 · Pittsburgh, PA

IA RegisteredRegistration inactive
Jeffrey James TerrellCRD 1369132 · Denver, NC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 305308 ↗ FINRA BrokerCheck record for firm CRD 305308 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.