P
$17.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2024
- Office Locations
- 1
Office Locations
851 Burlway RD #523 Burlington CA
About Plutus Wealth Management
Plutus Wealth Management is a Burlington, CA investment adviser serving retail and institutional clients with financial/wealth planning, retirement plan and insurance planning, and portfolio construction. Portfolios are implemented primarily via ETFs (SMA assets predominantly ETFs), with additional use of mutual funds and select alternatives/annuities for qualified purchasers. Custodied at Schwab.
Team overview
33 AVG AGE
$17.0M AVG AUM / ADVISOR
$654.1K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Value harbor
Services
Peak vertex Momentum Summit
Owner & Executives
Z
Zhaokun Yang
Chief Compliance Officer, Managing Member
- CRD
- #6630092
- Ownership
- 75% or more
(251) 398-2105
pioneer.vertex@optimacapital.com
in linkedin.com/in/timber-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,019,097 | -- |
| Non-Discretionary | $2,986,549 | -- |
| Total | $17,005,646 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,005,646
Equity - Exchange:
51.8% Cash:
48.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,555,746,321 | 51.8% |
| Cash | $4,239,130,747 | 48.2% |
| Total | $8,794,877,068 | 100.0% |