Gina Lew Platt
Non-Owner PrincipalPlatt Wealth Management, LLCCRD 8119823
About Gina Lew Platt
Gina Lew Platt is listed as Non-Owner Principal at Platt Wealth Management, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Platt Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gina Lew Platt work?
Gina Lew Platt is listed as Non-Owner Principal at Platt Wealth Management, LLC on SEC Form ADV.
How much of Platt Wealth Management, LLC does Gina Lew Platt own?
Form ADV reports a beneficial ownership band of Under 5%.
Platt Wealth Management, LLC
| Title | Non-Owner Principal |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |