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PLATINUM WEALTH MANAGEMENT, INC.
CRD 309839
3111 CAMINO DEL RIO NORTH, SUITE 400, SAN DIEGO, CA, 92108, United States
Phone
951-698-7509
Fax
800-915-3696
Registration
— (—)
Source
State registered
Total AUM
$69.5M
Discretionary AUM
$39.1M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $30.1M |
| High net worth individuals | 17 | $37.4M |
| Pension/profit sharing plans | 1 | $1.3M |
| Corporations/business entities | 3 | $750K |
All web addresses on file
Official SEC filing: View on IAPD