Platt Wealth Management
Firm details
- Headquarters
- San Diego, California
- CRD number
- 297487
- Registered since
- July 6, 2018
- Website
- plattwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.59%
- Individuals11.25%
- Pension & Profit Sharing Plans7.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Platt Wealth Management is an independent registered investment adviser formed as an LLC and operating since 2018. The firm serves both individuals/families and institutional clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its ownership is individual-managed rather than part of a network or broker-dealer, and it charges clients via a mix of AUM-based fees, hourly rates, and fixed-fee engagements. Platt does not identify as an ESG-focused manager and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities14%
- US Government Bonds13%
- Other8%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1
Jeffrey Platt
Founder & Chief Investment OfficerCRD 2591205
Contacts
3 of 3Gina Platt
CRD 8119823
James West
Lead Financial AdvisorCRD 4920821
Kai Kramer
Financial AdvisorCRD 6814303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$102M in ETFs
8%
$8.2M
76%
$93.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $21.1M | 427,896 | 20.72% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 3838 Camino Del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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