PTM WEALTH MANAGEMENT, LLC

NORTH WALES, Pennsylvania·1 registered advisor·CRD# 308944
SEC# 801-1298190267-317-1515
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PTM WEALTH MANAGEMENT, LLC

1 registered advisor
Paul Thomas Murray
NORTH WALES, Pennsylvania
05

Office Locations

NORTH WALES, Pennsylvania
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PTM WEALTH MANAGEMENT, LLC (CRD# 308944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.