NORTH WALES, PACRD 308944Latest ADV March 17, 2026
Ptm Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Wales, PA. Its latest Form ADV filing, dated March 17, 2026, reports $310M in regulatory assets under management, 7 employees, and 804 accounts.
Assets Under Management
$310M
Employees
7
Offices
--
Total Clients
164
Primary office
NORTH WALES, PA
1501 LOWER STATE ROAD, BUILDING D, NORTH WALES, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.9% of total clients.
Top client categories% of clientsClients
1
HNWI
68.9%
113
2
Individuals
31.1%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 17, 2026
Discretionary82.9%
$257M
83% of total RAUM82.9%
Non-discretionary17.1%
$53M
17% of total RAUM17.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$310M
Total Accounts804
10Y AUM Change+$186M (+149.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee23:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.