Plutus Wealth Management

Overview

Plutus Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker. Plutus employs a flexible fee menu that includes percentage-of-AUM billing, hourly and fixed fees, and the option for performance-based arrangements. The firm does not position itself as a multi-state or ESG-focused allocator and is not described as a third-party capital allocator. Given the small scale of the business and the mix of advisory and insurance activities, services appear oriented toward comprehensive planning and customized portfolio work for a limited client base rather than large-scale institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives