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| Platt Wealth Management LLC
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|---|---|
| CRD # | 297487 |
| SEC # | 801-113568 |
| CIK # | 0002109497 |
| AUM | 390.6 M (2026-02-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 619-255-9554 |
| Address | 3838 Camino del Rio North San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Hansen Natural Corp | 7.0 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Alphabet Inc | 4.9 | ||
| Microsoft Corp | 4.7 | ||
| Apple Inc | 4.7 | ||
| Amazon Com Inc | 3.1 | ||
| Nvidia Corp | 3.1 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| Caterpillar Inc | 2.4 | ||
| Cohen & Steers Ltd Duration Preferred & Income Fund Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 43.9 |
| (b) Individuals (high net worth individuals) | 78 | 318.7 |
| (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 | 8 | 28.0 |
| (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 | 663 | 390.6 |
| By Discretionary | ||
| Discretionary | 663 | 390.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 663 | 390.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.6 | |
| Total | 663 | 390.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109497] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Retail |
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