Plutus Wealth Management

Overview

Plutus Wealth Management is a California-based independent registered advisory firm organized as an LLC and owned by an individual principal. The firm mixes advisory work with an insurance brokerage practice and serves both individual and family clients as well as institutional accounts. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible: the firm uses asset-based fees alongside hourly and fixed-fee engagements and can accept performance-based compensation in some relationships. The firm identifies equities as its primary investment preference and does not position itself as a capital allocator. It is not flagged as an active ESG investor and operates out of a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices