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Building 2PLATT WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone619-255-9554
NotebookSEC #801-113568
Total AUM
$390.6M
Employees
5
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3838 CAMINO DEL RIO NORTH
SUITE 365
SAN DIEGO
CA 92108
United States
Operating Hours
9A - 5P
Monday - Friday
Phone
619-255-9554

ReceiptFinancials

Total AUM
$390.6M
Accounts
663
Discretionary
$390.6M
Accounts
663
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
119
AUM
$43.9M
HNW Individual Clients
78
AUM
$318.7M
Pension/Profit Sharing Plan Clients
8
AUM
$28M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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