Platt Wealth Management

Platt Wealth Management (CRD# 297487) is a financial advisory firm headquartered in San Diego, CA. They manage $294,734,203 in 511 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3838 Camino Del Rio North, Suite 365, San Diego, CA 92108
https://www.instagram.com/plattwm/
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $576,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Platt Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Platt, financial advisor San Diego CA
Jeffrey S. Platt
CRD#: 2591205
3838 Camino Del Rio North, Suite 365, San Diego, CA 92108

Jeffrey Platt (CRD# 2591205) is an Investment Advisor Representative working at Platt Wealth Management in San Diego, CA and has 1 year of experience in the finance industry.

2
James West, financial advisor San Diego CA
James C. West
CRD#: 4920821
3838 Camino Del Rio North, Suite 365, San Diego, CA 92108

James West (CRD# 4920821) is an Investment Advisor Representative working at Platt Wealth Management in San Diego, CA and has over 18 years of experience in the finance industry.

3
Kai Kramer, financial advisor San Diego CA
Kai H. Kramer
CRD#: 6814303
3838 Camino Del Rio North, Suite 365, San Diego, CA 92108

Kai Kramer (CRD# 6814303) is an Investment Advisor Representative working at Platt Wealth Management in San Diego, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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