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| PTM Wealth Management LLC
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|---|---|
| CRD # | 308944 |
| SEC # | 801-129819 |
| CIK # | 0002061027 |
| AUM | 310.2 M (2026-03-17) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 267-317-1515 |
| Address | 1501 Lower State Road North Wales, PA 19454 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.1 | ||
| Constellation Energy Corp | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Lightwave Logic Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Exelon Corp | 0.7 | ||
| Nvidia Corp | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Lockheed Martin Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 26.8 |
| (b) Individuals (high net worth individuals) | 113 | 283.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 310.2 |
| By Discretionary | ||
| Discretionary | 639 | 257.3 |
| Non-Discretionary | 165 | 52.9 |
| Total | 804 | 310.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.2 | |
| Total | 804 | 310.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002061027] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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|---|---|---|
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