PLATINUM WEALTH MANAGEMENT, INC.

PLATINUM WEALTH MANAGEMENT, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 309839). Regulatory assets under management: $69.5M.

Registration

• CRD: 309839
• Type: Registered investment adviser
• Location: 3111 CAMINO DEL RIO NORTH, SAN DIEGO, CA, 92108
• Phone: 951-698-7509
• Latest filing: 2026-01-05
• Regulatory AUM: $69.5M
• Discretionary AUM: $39.1M
• Non-discretionary AUM: $30.4M
• Clients: 3
• Accounts: 335

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309839 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search