PTM WEALTH MANAGEMENT, LLC

Overview

PTM Wealth Management, LLC is an independent registered investment adviser owned by an individual and focused on providing financial planning and portfolio management to individuals and families, with supplemental services for small businesses. The firm combines fee-based portfolio management with hourly and fixed-fee planning engagements and runs educational seminars and workshops as part of its client service offering. PTM is not an active ESG investor and is not structured as a multi-state adviser. It lists an insurance company among its industry affiliations, which suggests cross-referral or product relationships rather than a brokerage affiliation. The firm’s stated preference is equities, and its filings show a clear tilt toward exchange-traded instruments as the primary execution vehicle for client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices