BTM CONSULTING USA, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327140
Registered since
December 11, 2025

Firm profile

FINTRX

Overview

BTM Consulting USA, LLC is organized as a limited liability company and is an SEC-registered investment adviser (registration year: 2025). The firm is owned by an individual and is categorized in the available data as "unclassified" with respect to investment-adviser subtype. The firm appears to operate with a narrow regulatory and geographic footprint: it is not designated as a multi-state adviser, it does not identify as an active ESG investor, and it is not listed as a capital allocator, pension consultant, or related adviser. Public disclosures supplied to FINTRX do not describe the firm’s advisory activities, client focus, fee structure, or manager allocation preferences.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • KARL LOHWATER

    Operations PrincipalCRD 2684561

  • ZAI FENG ZHU

    Registered RepresentativeCRD 7698790

  • YU LIU

    FounderCRD 6650809

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
299 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth