This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas unisonInsight vector +more
- Established Date
- 05-11-2020
- Office Locations
- 1
Office Locations
About PTM Wealth Management, LLC
PTM Wealth Management is an independent, fiduciary, CFP-led RIA in North Wales, PA providing comprehensive financial planning, tax-focused retirement planning, investment management, and insurance/long-term care planning. The firm uses low-cost, risk-managed model portfolios (primarily ETFs) and serves households from young families to pre-retirees, supported by mobile/web planning tools and ongoing annual reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL THOMAS MURRAY
Financial Advisor, General Partner, President
- CRD
- #4310990
- Ownership
- 75% or more
Kevin Scott Becknell
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
TYLER BREDER
Financial Planner
- CRD
- #6393407
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,272,671 | $402,618 |
| Non-Discretionary | $52,892,160 | $320,559 |
| Total | $310,164,831 | $385,777 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $310,164,831
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $773,286,924 | 19.2% |
| Other | $628,295,625 | 15.6% |
| Public Funds | $354,423,173 | 8.8% |
| Cash | $1,063,269,520 | 26.4% |
| Corporate - Investment Grade | $1,208,260,818 | 30.0% |
| Total | $4,027,536,060 | 100.0% |