MKT and Associates LLC

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Client assets under management

$372,369,240

Clients

146

41% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$2,550,474

About

MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), trusts, corporations, and retirement plans, and also offers fiduciary 401(k) and retirement plan consulting under ERISA frameworks. Financial planning and consulting are provided to clients receiving portfolio management services but are not offered as standalone paid engagements.

The firm implements client‑specific strategies documented with Investment Policy Statements and a set of model portfolios (including tax‑managed variants) built from mutual funds, ETFs, individual securities, and third‑party sub‑advisers. Its investment process draws on fundamental, quantitative, optimization, and technical analysis and can employ derivatives, option strategies and margin/leverage when appropriate, a practice the firm discloses as creating additional risk and potential conflicts tied to fee calculations on gross portfolio values.

Notable aspects relative to peers include recent SEC registration in 2024 and a relatively large scale for its adviser count — $378,684,183 in discretionary AUM managed by three advisers across three offices for 146 clients — which implies high AUM per adviser and client. The firm also handles both ERISA 3(21) consulting and, in some engagements, 3(38) discretionary plan services, and participates in custodian institutional programs and third‑party technology/vendor relationships that the brochure identifies as sources of operational support and potential conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Annuities Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management

Fee options

Project-based

Other

Account minimum: $250,000

Main office location

MKT and Associates LLC

1201 Pacific Ave., Suite 605

Tacoma WA 98402, United States

Number of offices

Most active in

Arizona · Florida · North Carolina · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website 253-252-2359

Advisors at this firm

Webster B

Series 63, Series 66

Leland, NC

MKT and Associates LLC

Webster Burrier is a financial advisor at MKT and Associates LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Dominion Wealth Management and Avantax-related firms. Outside of his advisory work, he is involved as a music events promotion partner with Electric Enclave LLC. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) consulting under ERISA. The firm employs client-specific strategies using a range of investment tools and serves a diverse client base with a focus on both portfolio management and retirement plan services.

Annuities Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management

Matthew K

Series 66

Tacoma, WA

MKT and Associates LLC

Matthew Keefe is a financial advisor at MKT and Associates LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Columbia River Advisors LLC and Morgan Stanley Distribution, Inc. since beginning his career. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by fundamental, quantitative, optimization, and technical analysis, employing a range of investment instruments and model portfolios tailored to client needs.

Annuities Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management

Jean Pierre P

Series 63, Series 65

Tacoma, WA

MKT and Associates LLC

Jean Pierre Pedinielli is a financial advisor at MKT and Associates LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Moser Wealth Advisors for 10 years. His advisory services are also offered under Watermark Wealth Partners LLC in Gig Harbor, WA. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by a range of analytical approaches and employs various investment vehicles, managing significant assets with a focus on both individual and institutional clients.

Annuities Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management

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