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MTM FINANCIAL GROUP, LLC
CRD 147221File 801-97342
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$771.6M
Above cohort median (national)
Discretionary AUM
$771.6M
Clients
3,276
3,276 accounts
Employees
16
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 1, 2015
- Principal office
- 4505 HANOVERVILLE ROAD, BETHLEHEM, PA, 18020
- Phone
- 610-746-7007
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $771.6M
- Discretionary AUM
- $771.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,276
- Non-discretionary accounts
- 0
- Total accounts
- 3,276
- AUM per client
- $236K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.2M |
| High net worth individuals | 14 | $78.4M |
| Individuals (other than high net worth individuals) | 3,259 | $689.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.