# Platt Wealth Management

Platt Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/platt-wealth-management

## Regulatory record

- **CRD number:** 297487
- **SEC file number:** 801-113568
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297487

## About

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.

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

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