Platinum Wealth Management, LLC

Overview

Platinum Wealth Management, LLC is organized as a limited liability company with individual ownership. The firm provides fee-based advisory services (percentage of AUM) and operates as an insurance broker. Its advisory activity focuses on portfolio management for individuals and small businesses and on selecting other advisers, indicating a manager-of-managers or outsourced-manager approach rather than running a broad set of in-house strategies. The firm is not flagged as an active ESG investor, does not act as a pension consultant, and is not identified as a multi-state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices