BTM Consulting USA, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
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 with individual ownership. Public records for the firm are sparse: its classification is listed as unclassified and there is no detail provided about its advisory activities, fee schedule, or client segments. Available flags indicate the firm does not self-identify as a capital allocator, active ESG investor, multi-state adviser, or pension consultant.

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 4
  • Karl Lohwater

    Operations PrincipalCRD 2684561

  • Roy Schutz

    Compliance ManagerCRD 2022041

  • Zai Feng Zhu

    Registered RepresentativeCRD 7698790

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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

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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