BTM Consulting USA, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327140
Registered since
December 11, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Karl Lohwater

    Operations PrincipalCRD 2684561

  • Zai Feng Zhu

    Registered RepresentativeCRD 7698790

  • Yu Liu

    FounderCRD 6650809

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth