PTM Wealth Management, LLC Employee Directory

Q: What is PTM Wealth Management, LLC known for?

PTM Wealth Management, LLC was founded in 2011. PTM Wealth Management, LLC operates in the Financial Services industry.

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

PTM Wealth Management, LLC has approximately 7 employees.

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.

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

PTM Wealth Management, LLC Global Highlights

North America
9

United States Of America
9

PTM Wealth Management, LLC's Leadership

P. T. M.
President
Mobile Phone
Email
C. M.
President
Mobile Phone
Email
A. B.
Operations Manager
Mobile Phone
Email
A. Z.
Operations Manager
Mobile Phone
Email
M. C.
Operations Associate
Mobile Phone
Email
T. B. C.
Financial Planner
Mobile Phone
Email

PTM Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Information Technology
Accounting
Administrative
Analytics
Other

Contact profiles from PTM Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

P. T. M.
President
Mobile Phone
Email
United StatesPennsylvania
Jul 08, 2024
C. M.
President
Mobile Phone
Email
Oct 16, 2024
A. B.
Operations Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
A. Z.
Operations Manager
Mobile Phone
Email
Oct 17, 2024
M. C.
Operations Associate
Mobile Phone
Email
United StatesPennsylvania
Nov 15, 2025
T. B. C.
Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Nov 17, 2025

Frequently Asked Questions

What is PTM Wealth Management, LLC known for?

PTM 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?

PTM 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?

PTM Wealth Management, LLC has approximately 7 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

President: P. T. M.
President: C. M.
Operations Manager: A. B.
Operations Manager: A. Z.
Operations Associate: M. C.

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