Ptm Wealth Management, LLC
● SEC registered since 2024CRD 308944SEC# 801-129819North Wales, PA
Reg. AUM
$310.2M
Employees
7
Accounts
804
Location
North Wales, PA
Ptm Wealth Management, LLC assets under management
Ptm Wealth Management, LLC is an SEC-registered investment adviser based in North Wales, PA. The firm has been registered since 2024. It reports $310.2 million in regulatory assets under management and employs 7 people.
Ptm Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Scott Becknell Control | Chief Compliance Officer | Under 5% | 2025 |
| Paul Thomas Murray Control | President | Over 75% | 2020 |
Frequently asked questions
How much does Ptm Wealth Management, LLC manage?
Ptm Wealth Management, LLC reports $310.2 million in regulatory assets under management on its Form ADV.
How many employees does Ptm Wealth Management, LLC have?
Ptm Wealth Management, LLC reports 7 employees.
Where is Ptm Wealth Management, LLC located?
Ptm Wealth Management, LLC is based in North Wales, PA and has been SEC-registered since 2024.
Does Ptm Wealth Management, LLC disclose fund performance?
Ptm Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$310.2M▲ 77%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$310.2Mregulatory AUM
Discretionary $257.3MNon-discretionary $52.9M