PTM WEALTH MANAGEMENT, LLC
CRD #308944 SEC #801-129819 NORTH WALES, PA 267-317-1515
SEC Registered
Total AUM
$175.3M
Discretionary
$175.3M
Employees
6
Clients
101
Accounts
505
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $175.3M | $175.3M | $0 | 6 | 113 |
| Mar 2025 | $175.3M | $175.3M | $0 | 6 | 113 |
| Apr 2024 | $124.1M | $124.1M | $0 | 6 | 3 |
| Apr 2024 | $124.1M | $124.1M | $0 | 6 | 3 |
| Mar 2024 | $124.1M | $124.1M | $0 | 6 | 3 |
DateJun 2025
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients113
DateMar 2025
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees6
Clients113
DateApr 2024
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees6
Clients3
DateApr 2024
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees6
Clients3
DateMar 2024
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees6
Clients3