# PTM Wealth Management, LLC

> PTM Wealth Management, LLC is an SEC-registered investment advisory firm in North Wales, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 308944
- Filed as: PTM WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: North Wales, PA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308944
- AdvisorCensus page: https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944

## Quick answers

**How is PTM Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PTM Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does PTM Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $300 an hour (project-based financial planning services); Flat fee: $1,500 to $10,000 (project-based financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is PTM Wealth Management, LLC located?**
PTM Wealth Management, LLC's principal office is in North Wales, PA, according to its Form ADV.

**Is PTM Wealth Management, LLC registered with the SEC or a state?**
PTM Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 308944.

**How much does PTM Wealth Management, LLC manage?**
PTM Wealth Management, LLC reports $310,164,831 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (83% discretionary).

**How have PTM Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for PTM Wealth Management, LLC: Regulatory assets under management: $124,139,984 in the October 2024 data and $310,164,831 in the October 2026 data, up 150%. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does PTM Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (113); individuals (other than high net worth individuals) (51).

**Which custodians does PTM Wealth Management, LLC use?**
PTM Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does PTM Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308944

**Does PTM Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "PTM generally does not impose a minimum relationship size."

**What changed in PTM Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $175,290,000 to $310,164,831 (+77%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> PTM generally does not impose a minimum relationship size.

- Hourly rate: $300 an hour (project-based financial planning services)

> Hourly engagements are at a rate of $300 per hour. Fixed engagement fees range up from $1,500 up to $10,000.

- Flat fee: $1,500 to $10,000 (project-based financial planning services)

> Fixed engagement fees range up from $1,500 up to $10,000. PTM also offers ongoing financial planning services for a fixed annual fee of $1,200, paid monthly,

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $310,164,831
- Discretionary: $257,272,671
- Non-discretionary: $52,892,160

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $26,825,871 |
| High net worth individuals | 113 | $283,338,960 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ptmwealth.com](https://ptmwealth.com)
- Facebook @ptmwealth
- Instagram @ptmwealth
- LinkedIn @ptmwealth
- TikTok @ptmwealth
- X @ptmwealth
- YouTube @PTMWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $124,139,984 | 6 | April 25, 2024 |
| October 2025 | $175,290,000 | 6 | June 18, 2025 |
| October 2026 | $310,164,831 | 7 | March 17, 2026 |

Regulatory assets under management: $124,139,984 in the October 2024 data and $310,164,831 in the October 2026 data, up 150%.
Total employees: 6 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $175,290,000 to $310,164,831 (+77%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PTM Wealth Management, LLC (CRD 308944): Form ADV filing data as of October 2026.