$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2020
- Office Locations
- 1
Office Locations
ONE Heritage Plaza 7501 Lemont Road, Suite 20B Woodridge IL
About Pluto Wealth Management
Pluto Wealth Management is an independent, advisor-led RIA providing personalized financial planning and investment management for retail investors nationwide. Led by Brian Peterson (MBA, CTP) with 15+ years’ experience, the firm builds goal-based strategies to grow wealth and manage risk, with an emphasis on transparent communication. Custody includes Charles Schwab and Altruist.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$254.3K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
B
BRIAN PETERSON
Chief Compliance Officer, Owner, President, Wealth Advisor
- CRD
- #4744865
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,779,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,779,890 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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