| Name | Title | Ownership | Since |
|---|---|---|---|
| Gina Lew Platt Control | Non-Owner Principal | Under 5% | 2025 |
| Jeffrey Samuel Platt Control | Chief Compliance Officer/Principal | Over 75% | 2018 |
Platt Wealth Management, LLC reports $341.4 million in regulatory assets under management on its Form ADV.
Platt Wealth Management, LLC reports 6 employees.
Platt Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Platt Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3838 Camino del Rio North, Suite 365, San Diego, CA 92108 |
| Phone | 619-255-9554 |
| Office hours | 9A - 5P |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $341.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $341.4M |