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PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT, LLC
CRD 297487 · SEC 801-113568
3838 CAMINO DEL RIO NORTH, SUITE 365, SAN DIEGO, CA, 92108, United States
Phone
619-255-9554
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.6M
Discretionary AUM
$390.6M
Team
5 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $43.9M |
| High net worth individuals | 78 | $318.7M |
| Pension/profit sharing plans | 8 | $28.0M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD