Pluto Wealth Management

Pluto Wealth Management (CRD# 307295) is a financial advisory firm headquartered in Woodridge, IL. They manage $1,679,201 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

One Heritage Plaza, 7501 Lemont Road, Suite 20b, Woodridge, IL 60517

https://plutowm.com/

By the Numbers

Total Assets Under Management

2

MILLION
Total Number of Accounts

53

ACCOUNTS
Average Account Value

$31,683

Compensation Options

A percentage of assets under your management
Hourly charges
Subscription fees (for a newsletter or periodical)
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Publication of periodicals or newsletters
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, IL

Financial Advisors at Pluto Wealth Management

Showing 1 - 1 of 1 top financial advisors.

Brian Peterson

CRD#: 4744865

One Heritage Plaza, 7501 Lemont Road, Suite 20b, Woodridge, IL 60517

Brian Peterson (CRD# 4744865) is an Investment Advisor Representative working at Pluto Wealth Management in Woodridge, IL and has over 20 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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