SourcingSourcing

MTM FINANCIAL GROUP, LLC

C45
CRD 147221·SEC 801-97342·BETHLEHEM, PA
AUM
$771.6M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MTM FINANCIAL GROUP, LLC
CRD
147221
SEC file #
801-97342
EIN
—
DBA names
—

Economics

AUM
$771.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$224.0M → $771.6M▲ +244%
Client mix
Individuals Other3,259
Individuals High Net Worth14
Charitable Organizations3

Operations

Employees (total)
16
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
4 advisors → 9 advisors▲ +125%
Primary office
BETHLEHEM PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
morethanmoneyonline.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DICKISON, GENE, RICHARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DICKISON, GENE, RICHARD
DICKISON, DIANE, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MORETHANMONEYONLINE.COM
Rdap Domain Creation Date
2003-01-09T20:16:58Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3312
Soi Zip Pct 200k Plus
0.0995
Soi Zip Returns 200k Plus
1,100
Soi Zip Total AGI
1,080,697
Fdic Zip Total Deposits
5,576,326,000
Fdic Zip Branch Count
95
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Team Capital Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Keystone Savings BankBethlehem, PA
Keystone Savings BankBethlehem, PA
Fdic Zip HHI
1683.77
Fdic Zip Top Bank Share Pct
34.01
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-09T20:16:58Z
Rdap Domain Last Changed
2026-01-10T16:19:11Z
Rdap Nameservers
Buck.ns.cloudflare.comIzabella.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,586
Returns2,630
Stub 2
AGI75,331
Returns2,010
Stub 3
AGI97,208
Returns1,570
Soi Zip Total Business Income
35,951
Soi Zip Total Cap Gains
39,861
Soi Zip Total Dividends
20,066
Soi Zip Total Returns
11,050
Top Owner CRD
1216953
Trust Company Affiliate
No

People (9)

9
DICKISON, GENE, RICHARD
IAR · Direct Owner · 62.5%
1216953
BELCAK, MARK
IAR · Direct Owner · 17.5%
4270210
Rupprecht, Chad, David
IAR · Direct Owner · 17.5%
7265425
DICKISON, DIANE, MARIE
Direct Owner · 17.5%
4337079
Gregory T Grillo
IAR
2860157
DARYL OKKEN
IAR
5752642
Gavin Connor Kirsch
IAR
7913717
JONATHAN WEIMER
IAR
6544855
Alyssa Colonna Young
IAR
7340668