PLUTUS WEALTH MANAGEMENT

Overview

Plutus Wealth Management operates as an independent registered investment advisor (RIA) and focuses on providing a range of financial services to both individual and institutional clients. The firm emphasizes personalized financial planning and portfolio management, catering to the unique needs of individuals, families, and small businesses. Their advisory activities include financial planning, portfolio management, and pension consulting services. Plutus Wealth Management does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices