Overview
Assets Under Management: $430 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 49
Average Client Assets: $8.4 million
Frequently Asked Questions
MTX WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142616), MTX WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MTX WEALTH MANAGEMENT, LLC is headquartered in RESTON, VA.
MTX WEALTH MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated October 26, 2018. View client details ↓
According to their SEC Form ADV, MTX WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MTX WEALTH MANAGEMENT, LLC manages $430 million in client assets according to their SEC filing dated October 26, 2018.
According to their SEC Form ADV, MTX WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.57%
Average Client Assets: $8.4 million
Total Client Accounts: 780
Discretionary Accounts: 780
Regulatory Filings
CRD Number: 142616
Filing ID: 1248312
Last Filing Date: 2018-10-26 15:31:00