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Browse PTM Wealth Management, LLC's employee directory (about 6 employees) and reveal verified emails free.
PTM Wealth Management, LLC's most common email format is First@ptmwealth.com (ex. John@ptmwealth.com), used for 75% of ptmwealth.com addresses. PTM Wealth Management, LLC uses 2 email patterns.
| Format | Example | Share of ptmwealth.com |
|---|---|---|
| First@ptmwealth.comMost common | John@ptmwealth.com | |
| F.Last@ptmwealth.com | J.Doe@ptmwealth.com |
Browse PTM Wealth Management, LLC's employee directory (about 6 employees) and reveal verified emails free.
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.
Most common format
First@ptmwealth.com
Example: John@ptmwealth.com
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