Platt Wealth Management
Platt Wealth Management is an SEC-registered wealth manager in San Diego, CA with $390.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Platt Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297487, SEC 801-113568, data through 2026-02-01.
- AUM (assets under management / regulatory AUM)
- $390.6M (2026-02-01)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 5
- Clients
- 205
- CRD
- 297487
- Ownership
- PLATT, JEFFREY, SAMUEL; Platt, Gina, Lew
How much AUM does Platt Wealth Management have?
Platt Wealth Management reported $390.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-01).
Who owns Platt Wealth Management?
Disclosed owners and executives of Platt Wealth Management include PLATT, JEFFREY, SAMUEL, Platt, Gina, Lew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.