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Paul Thomas Murray

PTM WEALTH MANAGEMENT, LLC·NORTH WALES, Pennsylvania
Clean recordPTM WEALTH MANAGEMENT, LLC
1501 LOWER STATE ROAD, NORTH WALES, PA 19454CRD# 4310990Firm CRD# 308944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Thomas Murray · NORTH WALES, PA
Registration
CRD #4310990 · PTM WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Thomas Murray is a registered financial advisor based in NORTH WALES, Pennsylvania, affiliated with PTM WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
PTM WEALTH MANAGEMENT, LLC
PTM WEALTH MANAGEMENT, LLC
AUM
$124M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PTM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4310990
Firm CRD# 308944
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Thomas Murray offer?
Paul Thomas Murray specializes in Financial Planning, Investment Management. Contact their office in NORTH WALES, Pennsylvania for a consultation.
What are Paul Thomas Murray's credentials?
Paul Thomas Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Thomas Murray located?
Paul Thomas Murray is based in NORTH WALES, Pennsylvania, working with PTM WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH WALES metropolitan area and surrounding communities.
How does Paul Thomas Murray charge for services?
Paul Thomas Murray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PTM WEALTH MANAGEMENT, LLC?
PTM WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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