Platt Investment Counsel, LLC
Platt Investment Counsel, LLC is an SEC-registered wealth manager with $153.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Platt Investment Counsel, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118737, SEC 801-112826, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $153.6M (2026-03-05)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 145
- CRD
- 118737
- Ownership
- PLATT, DOUGLAS, RUGH; THE MARY F. PLATT LIVING TRUST; PLATT, PETER, MARKERT; Platt, David, R
How much AUM does Platt Investment Counsel, LLC have?
Platt Investment Counsel, LLC reported $153.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Platt Investment Counsel, LLC?
Disclosed owners and executives of Platt Investment Counsel, LLC include PLATT, DOUGLAS, RUGH, THE MARY F. PLATT LIVING TRUST, PLATT, PETER, MARKERT, Platt, David, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.