JTM WEALTH MANAGEMENT, INC.

JTM WEALTH MANAGEMENT, INC. of WINDHAM, NY is an SEC-registered investment adviser (CRD 284045). Regulatory assets under management: $24.9M.

Registration

• CRD: 284045
• Type: Registered investment adviser
• Location: 21 VETS ROAD, WINDHAM, NY, 12496
• Phone: 518-734-5303
• Latest filing: 2026-01-21
• Regulatory AUM: $24.9M
• Discretionary AUM: $24.9M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284045 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search