| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Scott Becknell Control | Chief Compliance Officer | Under 5% | 2025 |
| Paul Thomas Murray Control | President | Over 75% | 2020 |
Ptm Wealth Management, LLC reports $175.3 million in regulatory assets under management on its Form ADV.
Ptm Wealth Management, LLC reports 6 employees.
Ptm Wealth Management, LLC is based in North Wales, PA and has been SEC-registered since 2024.
Ptm Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1501 Lower State Road, Building D, North Wales, PA 19454 |
| Phone | 267-317-1515 |
| Fax | 267-317-1514 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $175.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $175.3M |