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Building 2PTM WEALTH MANAGEMENT, LLC

Map pinNORTH WALES, PA
Phone267-317-1515
NotebookSEC #801-129819
Total AUM
$310.2M
Employees
7
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 LOWER STATE ROAD
BUILDING D
NORTH WALES
PA 19454
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
267-317-1515

ReceiptFinancials

Total AUM
$310.2M
Accounts
804
Discretionary
$257.3M
Accounts
639
Non-Discretionary
$52.9M
Accounts
165

ContactClients

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Individual Clients
51
AUM
$26.8M
HNW Individual Clients
113
AUM
$283.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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