CRD: 284045
JTM Wealth Management, Inc.
Windham, NY, 12496
5187345303
$24.9M Total AUM
$24.9M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-2016
- Office Locations
- 1
Office Locations
21 Vets Road Windham NY
About JTM Wealth Management, Inc.
JTM Wealth Management, Inc. is a Windham-based RIA. The firm has been operating for 10 years. Managing $24.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$460.5K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Crest Eagle Delta foundation
Investment Themes
Glacier north Zenith capital Vital
Investment Vehicles
Signal eagle
Services
Peak Meridian unison Focus unison Delta Timber matrix Oak beacon Meridian matrix Focus
Owner & Executives
J
JOHN THOMAS MOSS
Chief Compliance Officer, Investment Advisor, Owner, President
- CRD
- #2904929
- Ownership
- 75% or more
(938) 559-1080
zenith.prime@quantumcapital.com
in linkedin.com/in/beacon-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,865,507 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,865,507 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,865,507
Public Funds:
20.5% Equity - Exchange:
10.9% Cash:
28.5% Equity - OTC:
40.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,287,317,055 | 20.5% |
| Equity - Exchange | $684,475,897 | 10.9% |
| Cash | $1,789,684,686 | 28.5% |
| Equity - OTC | $2,518,117,751 | 40.1% |
| Total | $6,279,595,389 | 100.0% |