Mt Asset Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 147381
· SEC file 801-69239
· Matawan, NJ
· MILLERTABAKAM.COM
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ADV data as of May 15, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 936
- Avg AUM / client
- $1.3M
- Accounts
- 936
- Employees
- 9
AUM over time
$520M
$1.5B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 936 | $1.2B | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pietronico, Michael | Ceo | Apr 2010 (16y) | 25% – 50% | |
| Salvatore, Joseph | Cco | Aug 2018 (8y) | Less than 5% | |
| Hunter Wilhelm Frey | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mtco Llc | Member | May 2014 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗