DFX Intelligence

M••••• T•••• A•••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

M••••• T•••• A•••• M•••••••••

MT ASSET MANAGEMENT, LLC, CRD 147381

MATAWAN, NJ

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Search this name across graphsid dfx:ria:30c88ab3-2151-b384-8e27-925446f4859c

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 9
On other graphs: 0
Observed: Mar 29, 2012 to May 15, 2026
90 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $1.2Bderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.2Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
H••••• W•••••• F•••	n/a	CHARLOTTE, NC \| MATAWAN, NJ \| MARCO ISLAND, FL	0	11	5	yes

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••• H•••••• W••••••	CEO/CHIEF COMPLIANCE OFFICER	Na	yes	08/2025	May 15, 2026	May 15, 2026
M••• L••	MANAGING MEMBER/OWNER	E	yes	05/2014	May 15, 2026	May 15, 2026

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.4B	-9.0%	$1.1B	3.2%	9	8	2	1

Relationships

Controls (3)

← F•••• H•••••• W••••••OwnerCEO/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 15, 2026 to presentfactForm ADV
← M••• L••OwnerMANAGING MEMBER/OWNER, ownership code E, domestic entity
May 15, 2026 to presentfactForm ADV
← P••••••••• M••••••OwnerCEO, ownership code C, individual
Mar 29, 2012 to Oct 8, 2024factForm ADV

Registered with (1)

← H••••• W•••••• F•••Advisor

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 15, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
May 15, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
May 15, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30c88ab3-2151-b384-8e27-925446f4859c
First observed: Mar 29, 2012
Last observed: May 15, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.