Insights

Loading spinner
Gathering insights about PTM Wealth Management, LLC

PTM Wealth Management, LLC Tech Stack

PTM Wealth Management, LLC uses 8 technology products and services including Facebook Pixel, Google Hosted Libraries, jsDelivr, and more. Explore PTM Wealth Management, LLC's tech stack below.

  • Facebook Pixel
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Lightbox
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • Express
    Web Frameworks

PTM Wealth Management, LLC's Email Address Formats

PTM Wealth Management, LLC uses at least 1 format(s):
PTM Wealth Management, LLC Email FormatsExamplePercentage
First@ptmwealth.comJohn@ptmwealth.com
38%
F.Last@ptmwealth.comJ.Doe@ptmwealth.com
12%
First@ptmwealth.comJohn@ptmwealth.com
38%
F.Last@ptmwealth.comJ.Doe@ptmwealth.com
12%

Frequently Asked Questions

Where is PTM Wealth Management, LLC's headquarters located?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC's main headquarters is located at 1501 Lower State Road Building d, Suite 206. The company has employees across 1 continents, including North America.

What is PTM Wealth Management, LLC's phone number?

Minus sign iconPlus sign icon
You can contact PTM Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PTM Wealth Management, LLC's official website and social media links?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC's official website is ptmwealth.com and has social profiles on LinkedIn.

What is PTM Wealth Management, LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does PTM Wealth Management, LLC have currently?

Minus sign iconPlus sign icon
As of December 2025, PTM Wealth Management, LLC has approximately 7 employees across 1 continents, including North America. Key team members include President: P. T. M.President: C. M.Operations Manager: A. B.. Explore PTM Wealth Management, LLC's employee directory with LeadIQ.

What industry does PTM Wealth Management, LLC belong to?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC operates in the Financial Services industry.

What technology does PTM Wealth Management, LLC use?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC's tech stack includes Facebook PixelGoogle Hosted LibrariesjsDelivrLightboxYoast SEOCloudflare Bot ManagementGoogle AnalyticsExpress.

What is PTM Wealth Management, LLC's email format?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC's email format typically follows the pattern of First@ptmwealth.com. Find more PTM Wealth Management, LLC email formats with LeadIQ.

When was PTM Wealth Management, LLC founded?

Minus sign iconPlus sign icon
PTM Wealth Management, LLC was founded in 2011.

PTM Wealth Management, LLC

Financial ServicesPennsylvania, United States2-10 Employees

Paul Murray has worked hard to become the best at what he does, from acquiring the most prestigious professional designations, to seeking new opportunities for continuing education, including exclusive membership in Ed Slott’s Master Elite IRA Advisor Group. As an Accredited Investment Fiduciary®, he provides advice that we believe is in our clients’ best interest according to their financial goals. 

We custody our clients' investment assets with National Financial Services, a Fidelity subsidiary, and we provide our clients with access to financial planning and performance reporting portals so that they are aware of our progress 24/7, on demand, from any mobile device or computer.

Don’t be satisfied with tradition. Let us help you take control of your assets and your future to free you to live the life you want. Plan to achieve your financial goals. Plan with us.

Section iconCompany Overview

Headquarters
1501 Lower State Road Building d, Suite 206
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    PTM Wealth Management, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    PTM Wealth Management, LLC's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.