PLATINUM WEALTH MANAGEMENT, LLC

PLATINUM WEALTH MANAGEMENT, LLC of FRESNO, CA is an SEC-registered investment adviser (CRD 299438).

Registration

• CRD: 299438
• Type: Registered investment adviser
• Location: 8050 N. PALM AVENUE, FRESNO, CA, 93711
• Phone: 5593895806
• Latest filing: 2026-07-06
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search