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JTM WEALTH MANAGEMENT, INC.
CRD 284045
21 VETS ROAD, WINDHAM, NY, 12496, United States
Phone
518-734-5303
Fax
518-734-6965
Registration
— (—)
Source
State registered
Total AUM
$24.9M
Discretionary AUM
$24.9M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $8.4M |
| High net worth individuals | 14 | $16.4M |
Official SEC filing: View on IAPD