Overview
Assets Under Management: $310 million
Headquarters: NORTH WALES, PA
High-Net-Worth Clients: 113
Average Client Assets: $2.5 million
Frequently Asked Questions
PTM WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308944), PTM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PTM WEALTH MANAGEMENT, LLC is headquartered in NORTH WALES, PA.
PTM WEALTH MANAGEMENT, LLC serves 113 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, PTM WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PTM WEALTH MANAGEMENT, LLC manages $310 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, PTM WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.35%
Average Client Assets: $2.5 million
Total Client Accounts: 804
Discretionary Accounts: 639
Non-Discretionary Accounts: 165
Regulatory Filings
CRD Number: 308944
Filing ID: 2072367
Last Filing Date: 2026-03-17 16:21:59