# PLATINUM WEALTH MANAGEMENT, INC.

PLATINUM WEALTH MANAGEMENT, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309839

## About

PLATINUM WEALTH MANAGEMENT, INC. is a state-registered investment adviser in SAN DIEGO, CA. The firm manages $69 million in assets, $39 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at PLATINUM WEALTH MANAGEMENT, INC.?

No named principals or investment committee members are publicly identified. The firm's leadership is not disclosed in any accessible public source (public record).

### What is PLATINUM WEALTH MANAGEMENT, INC.'s investment strategy?

The firm's investment strategy, asset class preferences, and geographic focus are not publicly documented. No descriptions of its approach to direct deals, fund commitments, or third-party strategies have been located (public record).

### What sectors does PLATINUM WEALTH MANAGEMENT, INC. focus on?

No sector preferences or industry focuses have been disclosed. The firm's investment universe is not identifiable from available public sources (public record).

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Last updated: 2026-06-03T20:00:00.000Z

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