Ptm Wealth Management, LLC
Ptm Wealth Management, LLC is an SEC-registered wealth manager in North Wales, PA with $310.2M assets under management (AUM, regulatory AUM), +77% over one year. See who owns Ptm Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308944, SEC 801-129819, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $310.2M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- North Wales, PA
- Employees
- 7
- Clients
- 164
- CRD
- 308944
- Ownership
- MURRAY, PAUL, THOMAS; Becknell, Kevin, Scott
How much AUM does Ptm Wealth Management, LLC have?
Ptm Wealth Management, LLC reported $310.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Ptm Wealth Management, LLC?
Disclosed owners and executives of Ptm Wealth Management, LLC include MURRAY, PAUL, THOMAS, Becknell, Kevin, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.