Platt Wealth Management, LLC
● SEC registered since 2018CRD 297487SEC# 801-113568San Diego, CA
Reg. AUM
$390.6M
Employees
5
Accounts
663
Location
San Diego, CA
Platt Wealth Management, LLC assets under management
Platt Wealth Management, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2018. It reports $390.6 million in regulatory assets under management and employs 5 people.
Platt Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gina Lew Platt Control | Non-Owner Principal | Under 5% | 2025 |
| Jeffrey Samuel Platt Control | Chief Compliance Officer/Principal | Over 75% | 2018 |
Frequently asked questions
How much does Platt Wealth Management, LLC manage?
Platt Wealth Management, LLC reports $390.6 million in regulatory assets under management on its Form ADV.
How many employees does Platt Wealth Management, LLC have?
Platt Wealth Management, LLC reports 5 employees.
Where is Platt Wealth Management, LLC located?
Platt Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Does Platt Wealth Management, LLC disclose fund performance?
Platt Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3838 Camino del Rio North, Suite 365, San Diego, CA 92108 |
| Phone | 619-255-9554 |
| Office hours | 9A - 5P |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$390.6M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$390.6Mregulatory AUM
Discretionary $390.6M