P
$390.6M Total AUM
$390.6M Disc. AUM
14.4% 3Y CAGR
5 Employees
208 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-06-2018
- Office Locations
- 1
Office Locations
3838 Camino DEL RIO North Suite 365 SAN Diego CA
About Platt Wealth Management
Platt Wealth Management is a SAN Diego-based RIA. The firm has been operating for 8 years. Managing $390.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
48 AVG AGE
$130.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY SAMUEL PLATT
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #2591205
- Ownership
- 75% or more
Available
Available
Available
G
Gina Lew Platt
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Kai Hiram Kramer
Financial Advisor
- CRD
- #6814303
Available
Available
Available
JAMES Curtis West
Financial Advisor, General Partner
- CRD
- #4920821
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,634,320 | $589,192 |
| Non-Discretionary | $0 | -- |
| Total | $390,634,320 | $589,192 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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