Ptm Wealth Management, Llc logo
VerifiedFinancial Services· Founded 2011

Ptm Wealth Management, Llc

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.

7-day free trial · no credit card

HeadquartersNorth Wales, United StatesEmployees7(1 to 10)Annual revenue<$1MFounded year2011Websiteptmwealth.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

Tech stack

0

tools in use

Monthly traffic

149

organic / mo

Sign up free to see all 6 verified contacts at Ptm Wealth Management, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

6 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Ptm Wealth Management, Llc

5 distinct titles indexed · top 5 shown.

  • 1chief information & compliance officer
  • 1financial advisor
  • 1financial planner
  • 1operations associate
  • 1operations manager

Sign up to unlock all 6 contacts at Ptm Wealth Management, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 6 verified contacts at Ptm Wealth Management, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Ptm Wealth Management, Llc | Kipplo Discover