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PLATT WEALTH MANAGEMENT
3838 Camino Del Rio North
Suite 365
San Diego, California 92108
Tel: 619-255-9554
About PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT, formally registered with the SEC as PLATT WEALTH MANAGEMENT. The firm was established in 07/06/2018. They have over 1 offices throughout the country.
PLATT WEALTH MANAGEMENT is a San Diego, California based Financial Planning firm with nearly $341,385,772 assets under management, offering retirement planning & investment advisory services to 598 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297487 |
| SEC# | 801-113568 |
| Assets Managed by Firm | $341,385,772 |
| No. of Clients | 598 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 598 | $341,385,772 |
| Individuals (other than high net worth individuals) | 106 | $34,673,954 |
| High net worth individuals | 81 | $282,692,204 |
| Pension and profit sharing plans | 6 | $24,019,614 |
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