Dakota
Dakota
Book a Demo
Talk to an Expert

PTM Financial, LLC

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area San Diego
CRD Number
Website ptmfinancial.com
Client types

Overview

PTM Financial, LLC is an independent wealth management, portfolio design, and fiduciary planning practice headquartered in San Diego, California. Led by managing partner James Pierik, the firm delivers specialized financial roadmap design, retirement income distribution strategies, and holistic capital preservation programs for families, business executives, and sudden-wealth recipients. Following its comprehensive corporate acquisition by Stratos in May 2026, the team utilizes an expansive national resource ecosystem backed by SEI's financial operating networks to facilitate scalable practice transitions and long-term succession planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy