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Ptm Wealth Management Logo
Ptm Wealth Management CB Rank
1125310
Heat Score
54
Ptm Wealth Management provides services in the areas of financial planning, investment planning, and insurance services.
Founded
obfuscation
Private North Wales, Pennsylvania, United States1-10 ptmwealth.com/
Asset Management
Consulting
Financial Services
Insurance
Management Consulting
Overview

Ptm Wealth Management
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Ptm Wealth Management

CB Rank
1125310
Ptm Wealth Management provides services in the areas of financial planning, investment planning, and insurance services.
Founded
obfuscation
Private North Wales, Pennsylvania, United States1-10 ptmwealth.com/
Asset Management
Consulting
Financial Services
Insurance
Management Consulting

Key People

Details

Legal Name Ptm Wealth Management Inc
Operating Status Active
Company Type For Profit
Founders  Paul T. Murray
Phone Number (267) 317-1515
Contact Email admin@ptmwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tax-Free Retirement Planning
A service that helps clients reduce or eliminate taxes in retirement by repositioning assets and using tax-efficient strategies.
Financial Planning
Comprehensive financial plans addressing retirement, tax, investment, income, estate, and long-term care needs tailored to clients' life stages and goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 3 Contacts 4

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

75
-91.7%
 in past month

IT Spend

$420.6KThis year, Ptm Wealth Management is projected to spend $420.6K on IT, according to Aberdeen.

Active Website Tech Count

48Ptm Wealth Management is actively using 48 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Ptm Wealth Management's headquarters? Ptm Wealth Management is located in North Wales, Pennsylvania, United States.Who are Ptm Wealth Management's competitors? Alternatives and possible competitors to Ptm Wealth Management may include Charles Schwab, Ameriprise Financial, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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