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| Happy Holidays!! thanks for using AUM13F!! |
| Platt Wealth Management LLC
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| CRD # | 297487 |
| SEC # | 801-113568 |
| CIK # | |
| AUM | $341.4 M (2025-06-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 619-255-9554 |
| Address | 3838 Camino del Rio North San Diego, CA 92108 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 34.7 |
| (b) Individuals (high net worth individuals) | 81 | 282.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 24.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 341.4 |
| By Discretionary | ||
| Discretionary | 598 | 341.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 341.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.4 | |
| Total | 598 | 341.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TA Capital Management LLC
✚
|
NJ | 0.3 |
|
Thirtynorth Investments LLC
✚
|
LA | 0.3 |
|
Guardian Wealth Management LLC
✚
|
TN | 0.3 |
|
Veripax Wealth Management Inc
✚
|
CA | 0.3 |
|
CMG Global Holdings LLC
✚
|
TX | 0.3 |
|
Envision Capital Management Inc
✚
|
0.3 | |
|
Lowery Thomas LLC
✚
|
0.3 | |
|
Auour Investments LLC
✚
|
MA | 0.3 |
|
Lifeway Financial Corporation
✚
|
TX | 0.3 |
|
Sentinel Wealth Management Inc
✚
|
VA | 0.3 |