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PTMA INVESTMENT ADVISORS

DENVER, CO · CRD 159189 · IAPD ↗ · texasclass.com · 855-395-3954

$104.24BRegulatory AUM
81Advisory reps
157Employees
4Clients
0Planning clients
0Private funds
10States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — PTMA INVESTMENT ADVISORS added office(s): 6 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — PTMA INVESTMENT ADVISORS grew from 13 to 81 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
20
December 2025 — PTMA INVESTMENT ADVISORS changed its website from wyomingclass.com to nebraskaclass.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
20
July 2025 — PTMA INVESTMENT ADVISORS changed its website from publictrustadvisors.com to wyomingclass.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
37
July 2025 — PTMA INVESTMENT ADVISORS notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — PUBLIC TRUST ADVISORS, LLC is now doing business as PTMA INVESTMENT ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
January 2025 — PUBLIC TRUST ADVISORS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
37
April 2024 — PUBLIC TRUST ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.