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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-06-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between October 29, 2025 and February 1, 2026, reported AUM increased 14.4%, from $341.4M to $390.6M.
Across 5 reported observations, AUM increased 48.0% between February 10, 2022 and February 1, 2026, from $264.0M to $390.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 208 clients, or 69.3 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JEFFREY SAMUEL PLATT
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #2591205
- Ownership
- 75% or more
Gina Lew Platt
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kai Hiram Kramer
Financial Advisor
- CRD
- #6814303
JAMES Curtis West
Financial Advisor, General Partner
- CRD
- #4920821
Showing 2 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Platt Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.