PLATINUM WEALTH MANAGEMENT, INC.

Overview

Platinum Wealth Management, Inc. is an independent, owner-led registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that blends percentage-of-AUM billing with fixed fees and favors equity-oriented portfolios, using exchange-traded equities and ETFs as the primary building blocks. Advisory services are delivered in both discretionary and non‑discretionary formats, and the practice does not identify as an active ESG investor or a multi‑state adviser. Investment implementation emphasizes liquid public markets—exchange-traded equities sit at the core of the firm’s allocations—while managers and clients can be given access to mutual funds and externally managed alternative strategies. Platinum Wealth Management does not act as a capital allocator; instead, it directs client capital to third‑party external alternative managers when alternatives are used.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices