$69.5M Total AUM
$39.1M Disc. AUM
-- 3Y CAGR
3 Employees
136 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-2020
- Office Locations
- 1
Office Locations
3111 Camino DEL RIO North Suite 400 SAN Diego CA
About Platinum Wealth Management, Inc.
Platinum Wealth Management, Inc. is a San Diego-based RIA led by president Jonathan Lopez (20+ years’ experience) providing financial planning, asset management and portfolio construction. Portfolios emphasize ETFs within an asset-allocation approach, alongside mutual funds, fixed income and real estate exposures. Serves retail and institutional relationships and can custody through platforms such as LPL Financial.
Team overview
-- AVG AGE
$69.5M AVG AUM / ADVISOR
$511.0K AVG AUM / CLIENT
5.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Request access to benchmark trends tied to oak.
Unlock to see real insight on oak vital.
Full visibility includes strategy notes for ember quantum.
Unlock to compare peer behavior around meridian catalyst.
Full visibility includes strategy notes for pathway value.
Full visibility includes strategy notes for insight quantum.
Request access to benchmark trends tied to capital value.
Unlock to compare peer behavior around alpha vector.
Accredited Investors
Quantum wave
Asset Classes
Summit value Alpha
Custodian
Summit
Investment Themes
Legacy catalyst
Investment Vehicles
Element Pioneer
Services
Prime Delta pathway Quantum catalyst Glacier Harbor Pioneer capital
Owner & Executives
JONATHAN ARTHUR LOPEZ
Chief Compliance Officer, President
- CRD
- #2579175
- Ownership
- 75% or more
(988) 500-3003
prime.meridian@timbercapital.com
in linkedin.com/in/focus-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,131,831 | -- |
| Non-Discretionary | $30,366,169 | -- |
| Total | $69,498,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $69,498,000
Equity - Exchange:
16.3% Equity - OTC:
30.8% Public Funds:
33.6% U.S. Government/Agency:
8.5% Cash:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $767,067,454 | 16.3% |
| Equity - OTC | $1,449,428,073 | 30.8% |
| Public Funds | $1,581,194,261 | 33.6% |
| U.S. Government/Agency | $400,004,501 | 8.5% |
| Cash | $508,241,013 | 10.8% |
| Total | $4,705,935,302 | 100.0% |