PLATINUM WEALTH MANAGEMENT, LLC

Overview

Platinum Wealth Management, LLC is organized as a limited liability company that provides fee-based portfolio management and insurance brokerage services. The firm focuses on managing portfolios for individuals and small businesses and serves as a capital allocator by selecting third‑party advisers to implement client strategies. Compensation is based on a percentage of assets under management. The firm is not identified as an active ESG investor, does not operate as a multi‑state adviser, and is not listed as a pension consultant or related adviser. The firm’s public classification is unclassified, and owner details are not specified in the available record. Business activities emphasize insurance brokerage alongside advisory work, indicating a blend of risk‑transfer and investment services rather than a pure investment‑management boutique.

Assets & Accounts

Investments & Alternatives

Location & Offices