PTM WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$310,164,831
Discretionary
$257,272,671
Non-discretionary
$52,892,160
Firm details
- CRD number
- 308944
- SEC file number
- 801-129819
- Main office
- NORTH WALES, PA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.