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PTM Wealth Management, LLC Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

PTM Wealth Management, LLC is a small financial services firm based in North Wales, Pennsylvania. Led by Paul Murray, the practice emphasizes fiduciary guidance, with Murray holding Accredited Investment Fiduciary® status and membership in Ed Slott’s Master Elite IRA Advisor Group. The firm custodies client assets through National Financial Services, a Fidelity subsidiary, and provides 24/7 access to planning and performance reporting portals for on-demand oversight.

The company positions itself as a boutique advisory in the financial services industry, delivering investment guidance aligned with clients’ financial goals and fiduciary responsibilities, including IRA-related expertise. Its service model combines personalized advice with technology-enabled reporting, giving clients continuous visibility into progress from mobile devices or computers. Based in North Wales, Pennsylvania, PTM Wealth serves clients seeking comprehensive wealth management and transparent, goal-oriented planning.

Find PTM Wealth Management, LLC employees' phone numbers or email addresses

PTM Wealth Management, LLC Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

PTM Wealth Management, LLC's Leadership

  • Stylized image of a person
    K. B.
    Chief Information & Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. T. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B. C.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. V. Z. B.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. Z.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Operations Associate
    Phone icon
    Mobile Phone

PTM Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Technology
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from PTM Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. T. M.
    President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    K. B.
    Chief Information & Compliance Officer
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 16, 2026
  • Stylized image of a person
    C. M.
    President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    T. B. C.
    Vice President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Mar 25, 2026
  • Stylized image of a person
    A. V. Z. B.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 29, 2026
  • Stylized image of a person
    A. Z.
    Operations Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. C.
    Operations Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 26, 2026

Frequently Asked Questions

What is PTM Wealth Management, LLC known for?

Minus sign iconPlus sign iconPTM Wealth Management, LLC was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 1501 Lower State Road Building d Suite 206 North Wales, Pennsylvania 19454 United States; you can contact the main corporate office by phone at
+1-855-786-****
. Explore PTM Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconPTM Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PTM Wealth Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconPTM Wealth Management, LLC has approximately 7 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are PTM Wealth Management, LLC's key employees and leadership?

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As of May 2026, PTM Wealth Management, LLC's key employees include:

  • Chief Information & Compliance Officer: K. B.
  • President: P. T. M.
  • President: C. M.
  • Vice President: T. B. C.
  • Operations Manager: A. V. Z. B.

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