Business ProfileforPTM Wealth Management, LLC
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
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Business Details
- Location of This Business
- 1501 Lower State Rd Bldg D, North Wales, PA 19454-1216
- BBB File Opened:
- 6/10/2020
- Years in Business:
- 13
- Business Started:
- 7/8/2011
- Business Started Locally:
- 7/8/2011
- Business Incorporated:
- 7/8/2011
- Accredited Since:
- 2/3/2022
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 378591 for this business, issued by Insurance Department-PA
These agencies may include:
Insurance Department-PA
1321 Strawberry Square, 13th FL
Harrisburg PA 17120
Fax: (717) 7878585
https://www.insurance.state.pa.us/
BBB records show a license number of CRD# 308944 for this business, issued by Securities Commission-PAThese agencies may include:
Securities Commission-PA
Eastgate Office Building, 1010 North 7th Street
Harrisburg PA 17102
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Paul Murray, Company Contact
- Contact Information
Principal
- Mr. Paul Murray, Company Contact
Customer Contact
- Mr. Paul Murray, Company Contact
- Additional Contact Information
Fax Numbers
- (267) 317-1514Primary Fax
Email Addresses
- Primary
Website Addresses
- (267) 317-1514
Customer Complaints
0 Customer Complaints
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