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Platt Wealth Management
PLATT WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2018. The firm manages approximately $391 million in assets.
Overview
PLATT WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2018. The firm manages approximately $391 million in assets. It has 5 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
How is Platt Wealth Management regulated?
The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor (RIA). This requires compliance with federal securities laws, annual disclosures via Form ADV, and fiduciary duty to clients.
What investment strategies does Platt Wealth Management use?
Typical RIA multi-family offices allocate across public equities, investment-grade and municipal bonds, and alternative assets such as private equity or hedge funds. Specific mandate details for Platt Wealth Management are not publicly disclosed.
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