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PTM WEALTH MANAGEMENT, LLC
CRD 308944 · SEC 801-129819
1501 LOWER STATE ROAD, BUILDING D, NORTH WALES, PA, 19454, United States
Phone
267-317-1515
Fax
267-317-1514
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.2M
Discretionary AUM
$257.3M
Team
7 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $26.8M |
| High net worth individuals | 113 | $283.3M |
States served
PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD