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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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