Platt Wealth Management

As an SEC-registered investment advisor and multi-family office, Platt Wealth Management provides discretionary investment management, wealth planning, and related advisory services for high-net-worth families. The firm is subject to fiduciary standards under the Investment Advisers Act.

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.

Available public records classify Platt Wealth Management as a multi-family office, serving multiple unrelated high-net-worth families rather than a single family's wealth. No single-family office designation has been reported.

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.

Ownership structure is not publicly available. As an RIA, the firm could be privately held by its principals, a larger financial institution, or an employee ownership trust. No filings indicate a controlling family or corporate parent.