PLATT WEALTH MANAGEMENT, LLC
Doing business as PLATT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$390,634,320
Discretionary
$390,634,320
Non-discretionary
$0
Firm details
- CRD number
- 297487
- SEC file number
- 801-113568
- Main office
- SAN DIEGO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.