PLATT WEALTH MANAGEMENT, LLC

PLATT WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 297487). Regulatory assets under management: $390.6M.

Registration

• CRD: 297487
• SEC file number: 801-113568
• Type: Registered investment adviser
• Location: 3838 CAMINO DEL RIO NORTH, SUITE 365, SAN DIEGO, CA, 92108
• Phone: 619-255-9554
• Latest filing: 2026-02-01
• Regulatory AUM: $390.6M
• Discretionary AUM: $390.6M
• Clients: 5
• Accounts: 663

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297487 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search