# PLATINUM WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 299438
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299438/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299438/similar
- Related entities: https://search.stillhousedata.com/firm/299438/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299438

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.