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JTM WEALTH MANAGEMENT, INC.

Advisory

WINDHAM, NY

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in NY
#4,961
of 5,722 advisers by AUM
Average account
$377K
across 66 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
48
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients48
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

ATLANTIS ASSET MANAGEMENT, LLC
$25M
-35.2% 1Y
GEMCORP CAPITAL ADVISORS LLC
NEW YORK, NY
$25M
DEVITO, ANTHONY JOSEPH
$25M
FOREST FINANCIAL GROUP, LLC
STATEN ISLAND, NY
$25M
-55.4% 1Y
PAON, LLC
NEW YORK, NY
$25M
SALT FINANCIAL LLC
NEW YORK, NY
$25M
+198.9% 1Y

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