Insights

High Net Worth Focus MTX Wealth Management specializes in serving high net worth individuals, including professional athletes and entertainers, highlighting opportunities to offer premium financial products and personalized estate planning services tailored to affluent clients.

Recent Acquisition Advantage With its acquisition by MAI Capital Management in 2019, MTX presents an opportunity to cross-sell comprehensive wealth management solutions and leverage combined client networks for growth in high-net-worth segments.

Boutique Independence As an independent registered investment advisor with an open architecture approach, MTX is well-positioned to explore partnerships with firms seeking unbiased, fiduciary-driven investment advice for exclusive clientele.

Tech Stack Utilization Utilizing tools like Google Analytics and Foundation, MTX can be targeted for fintech integrations, advanced CRM solutions, or digital marketing services to enhance client engagement and streamline advisory services.

Market Positioning Compared to industry giants with vast employee bases, MTX’s specialized niche offers a strategic advantage for luxury brand collaborations, exclusive financial products, and targeted marketing initiatives to upscale audiences.

MTX Wealth Management Tech Stack

MTX Wealth Management uses 4 technology products and services including Google Fonts API, jQuery, ZURB Foundation, and more. Explore MTX Wealth Management's tech stack below.

  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • ZURB Foundation
    UI Frameworks
  • Google Analytics
    Web Analytics

MTX Wealth Management's Email Address Formats

MTX Wealth Management uses at least 1 format(s):
MTX Wealth Management Email FormatsExamplePercentage
FLast@mtxwealth.comJDoe@mtxwealth.com
50%
FLast@mtxwealth.comJDoe@mtxwealth.com
50%

Frequently Asked Questions

Where is MTX Wealth Management's headquarters located?

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MTX Wealth Management's main headquarters is located at 7475 Wisconsin Avenue Suite 600 Bethesda, Maryland 20814 United States. The company has employees across 1 continents, including North America.

What is MTX Wealth Management's phone number?

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You can contact MTX Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is MTX Wealth Management's official website and social media links?

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MTX Wealth Management's official website is mtxwealth.com and has social profiles on LinkedIn.

What is MTX Wealth Management's SIC code NAICS code?

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MTX Wealth Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does MTX Wealth Management have currently?

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As of February 2026, MTX Wealth Management has approximately 1 employees across 1 continents, including North America. Key team members include Bookkeeper: R. B.Financial Advisor For Professional Athletes: S. B. T.: B. S.. Explore MTX Wealth Management's employee directory with LeadIQ.

What industry does MTX Wealth Management belong to?

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MTX Wealth Management operates in the Financial Services industry.

What technology does MTX Wealth Management use?

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MTX Wealth Management's tech stack includes Google Fonts APIjQueryZURB FoundationGoogle Analytics.

What is MTX Wealth Management's email format?

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MTX Wealth Management's email format typically follows the pattern of FLast@mtxwealth.com. Find more MTX Wealth Management email formats with LeadIQ.

MTX Wealth Management

Financial ServicesMaryland, United States0-1 Employees

At MTX Wealth Management, LLC, we’ve spent more 50 years getting to know professional athletes, entertainers and high net worth individuals. We’ve come to understand and respect your drive, your intelligence, and your unique financial needs. And we know what it takes to serve you.  MTX is a Registered Investment Advisor with the Securities and Exchange Commission.  MTX is a full service financial and investment advisor to over 90 professional athletes, entertainers and high net worth individuals.  MTX provides specialized financial, tax and investment advisory services. These services are specifically tailored to meet the needs of professional athletes, entertainers and high net worth individuals.  MTX’s mission is to provide independent, objective advice consistent with our fiduciary duty to our clients. Financial recommendations are based solely on each client’s personalized financial program developed with an emphasis on their risk tolerance, financial goals and objectives.  MTX is not a broker-dealer; we do not sell any proprietary financial or investment products; we do not receive any product related commissions.  MTX is an independent company, not affiliated with any company, and therefore is free of conflicts of interests and utilizes a completely open architecture to provide solutions to our clients.  While MTX greatly appreciates any endorsements of our professional services that have been previously provided, MTX is a registered investment adviser and is not permitted to accept or post endorsements which may be considered a prohibited testimonial under SEC regulations.

Section iconCompany Overview

Headquarters
7475 Wisconsin Avenue Suite 600 Bethesda, Maryland 20814 United States
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    MTX Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    MTX Wealth Management's revenue is estimated to be in the range of $1M$10M

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