PLUTO WEALTH MANAGEMENT

Overview

Pluto Wealth Management is a small independent RIA organized as an LLC that serves both individual and institutional clients. The firm emphasizes fee-based financial planning and portfolio management alongside educational offerings and periodic publications. Its advisory footprint covers individual and family planning, portfolio management for small businesses and institutions, and client education through seminars and newsletters. Investment activity is concentrated in publicly traded pooled vehicles rather than direct stock picking. The firm is not positioned as an ESG-focused manager, and it does not present itself as a capital allocator that sources proprietary alternative strategies internally; instead it uses third-party managers for nontraditional exposures. Fee arrangements are flexible and include percentage-of-AUM, hourly, subscription and fixed-fee models.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices