Ptm Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 308944
- SEC number
- 801-129819
- Firm type
- RIA
- Assets under management
- $310.2M as of Mar 17, 2026
- Website
- www.facebook.com/ptmwealth ↗
- Phone
- 267-317-1515
- Address
- 1501 Lower State Road, North Wales, PA, 19454
Advisors at this firm
2 in our index · page 1 of 1
-
Tyler BrederCRD 6393407 · North Wales, PAIA RegisteredRegistration inactive
-
Paul Thomas MurrayCRD 4310990 · North Wales, PAIA RegisteredRegistration inactive
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 308944 ↗
FINRA BrokerCheck record for firm CRD 308944 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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