Mtx Wealth Management, LLC

Mtx Wealth Management, LLC (CRD# 142616) is a financial advisory firm headquartered in Reston, VA. They manage $389,245,397 in 696 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    696
    ACCOUNTS
  • Average Account Value
    $559,261
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 - 4 of 4 top financial advisors.
1
Steven B. Trax
CRD#: 2665665
11710 Plaza America Drive, Suite 1010, Reston, VA 20190
96
Wealthminder
score

Steven Trax (CRD# 2665665) is an Investment Advisor Representative working at Mtx Wealth Management, LLC in Reston, VA and has over 21 years of experience in the finance industry. Steven Trax has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bradley J. Smith
CRD#: 4630968
11710 Plaza America Drive, Suite 1010, Reston, VA 20190
93
Wealthminder
score

Bradley Smith (CRD# 4630968) is an Investment Advisor Representative working at Mtx Wealth Management, LLC in Reston, VA and has over 10 years of experience in the finance industry.

3
Reilly A. Madden
CRD#: 6498967
11710 Plaza America Drive, Suite 1010, Reston, VA 20190
87
Wealthminder
score

Reilly Madden (CRD# 6498967) is an Investment Advisor Representative working at Mtx Wealth Management, LLC in Reston, VA and has 1 year of experience in the finance industry.

4
Ona A. Bolton
CRD#: 4524403
11710 Plaza America Drive, Suite 1010, Reston, VA 20190
75
Wealthminder
score

Ona Bolton (CRD# 4524403) is an Investment Advisor Representative working at Mtx Wealth Management, LLC in Reston, VA and has 1 year of experience in the finance industry.

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