# PTM Wealth Management

PTM Wealth Management is a Bank / Wealth / Trust based in North Wales, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** North Wales, United States
- **Region:** North America
- **Address:** North Wales, PA, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** ptmwealth.com
- **LinkedIn:** https://www.linkedin.com/company/ptmwealth

## Regulatory record

- **CRD number:** 308944
- **SEC file number:** 801-129819
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308944

## About

PTM Wealth Management is an SEC-registered investment adviser in NORTH WALES, PA, registered since 2024. The firm manages $310 million in assets, with $257 million on a discretionary basis. It has 7 employees and 2 investment advisers.

## Related profiles

- [Sequis Life](https://altss.com/profile/pt-asuransi-jiwa-sequis-life)
- [Public Investment Fund](https://altss.com/profile/public-investment-fund)

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Last updated: 2026-07-06T01:24:23.811Z

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