JTM Wealth Management, Inc.

Overview

JTM Wealth Management, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm focuses on financial planning and discretionary portfolio management for individuals and small-business clients. Its compensation model combines a percentage-of-assets-under-management fee with the option for fixed fees. JTM Wealth Management does not identify as an active ESG investor, and the firm does not present itself as a multi-state or pension consultant adviser. The firm lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives