Ptma Financial Solutions, LLC
Sole MemberPrudent Man Advisors, LLC
About Ptma Financial Solutions, LLC
Ptma Financial Solutions, LLC is listed as Sole Member at Prudent Man Advisors, LLC in Naperville, IL. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Prudent Man Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Ptma Financial Solutions, LLC work?
Ptma Financial Solutions, LLC is listed as Sole Member at Prudent Man Advisors, LLC on SEC Form ADV.
How much of Prudent Man Advisors, LLC does Ptma Financial Solutions, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Prudent Man Advisors, LLC
| Title | Sole Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |