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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Becknell, Kevin, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, PAUL, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, PAUL, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, PAUL, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, PAUL, THOMAS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| MURRAY, PAUL, THOMAS | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (3)
FL PA TX
Address
1501 LOWER STATE ROADBUILDING D
NORTH WALES, PA 19454
United States
Phone: 267-317-1515