BTM Consulting USA, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327140
- Registered since
- December 11, 2025
Firm profile
FINTRXOverview
BTM Consulting USA, LLC is organized as a limited liability company and is registered with the SEC in 2025. Ownership is held by an individual rather than a corporate or institutional owner, and the firm is classified in the available data as "unclassified." The record indicates the firm does not serve as a capital allocator and is not identified as an active ESG investor. Public disclosures are minimal: the firm has not supplied descriptions of its advisory or business activities, client base, or external affiliations. Additional reported attributes note it is not a multi-state adviser, not categorized as a newly formed adviser in the dataset, not a pension consultant, and not listed as a related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5Karl Lohwater
Operations PrincipalCRD 2684561
Zai Feng Zhu
Registered RepresentativeCRD 7698790
Yu Liu
FounderCRD 6650809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 299 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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