JTM WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- WINDHAM, New York
- CRD number
- 284045
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.14%
- Individuals33.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JTM Wealth Management, Inc. is an independent RIA organized as a corporation and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a capital allocator. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities37%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities1%
Contacts
1 of 1JOHN MOSS
Investment AdvisorCRD 2904929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WINDHAM, NY
GREENE
Location
WINDHAM, NY
Headquartered in WINDHAM, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- GREENE
- Address
- 21 Vets Rd
- Time zone
- ET (UTC-5)
- Office locations
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