# PTM WEALTH MANAGEMENT, LLC

PTM WEALTH MANAGEMENT, LLC of NORTH WALES, PA is an SEC-registered investment adviser.

## Registration

- CRD: 308944
- Type: SEC-registered investment adviser
- SEC file number: 801-129819
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Paul Thomas Murray | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MURRAY VINCENT THOMAS | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Kevin Scott Becknell | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308944/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308944/similar
- Related entities: https://search.stillhousedata.com/firm/308944/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308944

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.