PLUTUS WEALTH MANAGEMENT

PLUTUS WEALTH MANAGEMENT of BURLINGTON, CA is an SEC-registered investment adviser (CRD 329764). Regulatory assets under management: $17.0M.

Registration

• CRD: 329764
• Type: Registered investment adviser
• Location: 851 BURLWAY RD #523, BURLINGTON, CA, 94010
• Phone: (917) 587-8963
• Latest filing: 2026-06-09
• Regulatory AUM: $17.0M
• Discretionary AUM: $14.0M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329764 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search