PTM WEALTH MANAGEMENT, LLC

PTM WEALTH MANAGEMENT, LLC of NORTH WALES, PA is an SEC-registered investment adviser (CRD 308944). Regulatory assets under management: $310.2M.

Registration

• CRD: 308944
• SEC file number: 801-129819
• Type: Registered investment adviser
• Location: 1501 LOWER STATE ROAD, BUILDING D, NORTH WALES, PA, 19454
• Phone: 267-317-1515
• Latest filing: 2026-03-17
• Regulatory AUM: $310.2M
• Discretionary AUM: $257.3M
• Non-discretionary AUM: $52.9M
• Clients: 7
• Accounts: 804

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search