PLUTO WEALTH MANAGEMENT

PLUTO WEALTH MANAGEMENT LLC

CRD 307295

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ONE HERITAGE PLAZA, 7501 LEMONT ROAD, SUITE 20B, WOODRIDGE, IL, 60517, United States

Phone

312-488-9548

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.8M

Discretionary AUM

$1.8M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsPROJECT CONSULTING SERVICES

Client types

Type	Clients	AUM
Individuals	6	$1.5M
Corporations/business entities	1	$247K

All web addresses on file

https://www.facebook.com/PlutoWealthManagement
https://plutowm.com/
https://www.linkedin.com/company/pluto-wealth-management/

Official SEC filing: View on IAPD