# Platinum Wealth Management, LLC

Platinum Wealth Management, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 299438
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299438

## About

PLATINUM WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Fresno, CA. It has 1 employee and 1 investment adviser. The firm is based in Fresno.

## Questions

### What investment stages does Platinum Wealth Management typically target?

The firm targets liquid investments across stages typical for a high-net-worth advisory: public equities, investment-grade and high-yield fixed income, and some alternatives via fund-of-funds. No stage-specific focus has been disclosed.

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Last updated: 2026-07-06T01:24:23.363Z

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