Mtx Wealth Management, LLC

Mtx Wealth Management, LLC (CRD# 142616) is a financial advisory firm headquartered in Reston, VA. They manage $375,220,658 in 704 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    704
    ACCOUNTS
  • Average Account Value
    $532,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, LA, TX, VA

Financial Advisors at Mtx Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven B. Trax
CRD#: 2665665
7475 Wisconsin Avenue, Suite 600, Bethesda, MD 20814
93
Wealthminder
score

Steven Trax (CRD# 2665665) is an Investment Advisor Representative working at Mtx Wealth Management, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.