PLATT WEALTH MANAGEMENT
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 297487
- Registered since
- July 6, 2018
- Website
- plattwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.59%
- Individuals11.25%
- Pension & Profit Sharing Plans7.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Platt Wealth Management is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm has been SEC-registered since 2018 and serves both high-net-worth individuals and families as well as institutional clients. Core services are financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible — the adviser charges asset-based fees but also uses hourly and fixed-fee arrangements. The firm does not identify as an ESG-active investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities14%
- US Government Bonds13%
- Other8%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1JEFFREY PLATT
Founder & Chief Investment OfficerCRD 2591205
Contacts
3 of 3Gina Platt
CRD 8119823
JAMES West
Lead Financial AdvisorCRD 4920821
Kai Kramer
Client Service AssociateCRD 6814303
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$85M in ETFs
8%
$6.5M
77%
$78.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $17.8M | 418,274 | 20.92% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 3838 Camino del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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