Investment adviser · CRD 297487
PLATT WEALTH MANAGEMENT
Investment adviser filing (IA)
PLATT WEALTH MANAGEMENT, LLC
SAN DIEGO, CA, United States · Form ADV filed Feb 1, 2026
- Regulatory AUM
- $391M Form ADV · Item 5.F
- Client accounts
- 663 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 78 | $318,714,307 | 81.6% |
| Individuals | 119 | $43,944,354 | 11.2% |
| Retirement plans | 8 | $27,975,659 | 7.2% |
Filing source
Form ADV 2039795 · Feb 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3838 CAMINO DEL RIO NORTH, SUITE 365SAN DIEGO, CA, 92108, United States
CRD 297487
Filing source
Form ADV 2039795 · Feb 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.