Ptm Wealth Management, LLC
Ptm Wealth Management, LLC (CRD# 308944) is a financial advisory firm headquartered in North Wales, PA. They manage $124,139,984 in 421 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management124MILLION
-
Total Number of Accounts421ACCOUNTS
-
Average Account Value$294,869
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, PA, TX
Financial Advisors at Ptm Wealth Management, LLC
1
Paul Murray (CRD# 4310990) is an Investment Advisor Representative working at Ptm Wealth Management, LLC in North Wales, PA and has over 23 years of experience in the finance industry.
2
Tyler Breder (CRD# 6393407) is an Investment Advisor Representative working at Ptm Wealth Management, LLC in North Wales, PA and has over 8 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.