← Directory
PTM WEALTH MANAGEMENT, LLC
CRD 308944File 801-129819
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$310.2M
Below cohort median (national)
Discretionary AUM
$257.3M
Non-discretionary $52.9M
Clients
164
804 accounts
Employees
7
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 1, 2024
- Principal office
- 1501 LOWER STATE ROAD, BUILDING D, NORTH WALES, PA, 19454
- Phone
- 267-317-1515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $310.2M
- Discretionary AUM
- $257.3M
- Non-discretionary AUM
- $52.9M
- Discretionary accounts
- 639
- Non-discretionary accounts
- 165
- Total accounts
- 804
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $283.3M |
| Individuals (other than high net worth individuals) | 51 | $26.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.