PLATINUM WEALTH PARTNERS, INC.
Legal name: PLATINUM WEALTH PARTNERS
CRD #145507 SEC #801-72447 TAMPA, FL 813-579-1660
SEC Registered
Total AUM
$523.7M
Discretionary
$503.7M
Employees
29
Clients
51
Accounts
2,400
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2017 | $523.7M | $503.7M | $20M | 28 | 300 |
| Sep 2017 | $523.7M | $503.7M | $20M | 28 | 1,200 |
| Aug 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Aug 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Aug 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Jul 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Jul 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Jul 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Jul 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| May 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Apr 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Mar 2017 | $523.7M | $503.7M | $20M | 29 | 1,200 |
| Mar 2017 | $335M | $331.7M | $3.4M | 29 | 408 |
| Feb 2017 | $335M | $331.7M | $3.4M | 29 | 408 |
| Feb 2017 | $335M | $331.7M | $3.4M | 29 | 408 |
| Jan 2017 | $335M | $331.7M | $3.4M | 29 | 408 |
| Jan 2017 | $335M | $331.7M | $3.4M | 29 | 408 |
| Jan 2017 | $335M | $331.7M | $3.4M | 29 | 408 |
| Nov 2016 | $335M | $331.7M | $3.4M | 29 | 408 |
| Oct 2016 | $335M | $331.7M | $3.4M | 29 | 408 |
| Aug 2016 | $335M | $331.7M | $3.4M | 29 | 408 |
| Aug 2016 | $335M | $331.7M | $3.4M | 30 | 408 |
| Aug 2016 | $335M | $331.7M | $3.4M | 30 | 408 |
| Jun 2016 | $335M | $331.7M | $3.4M | 29 | 408 |
| Jun 2016 | $335M | $331.7M | $3.4M | 29 | 408 |
| Mar 2016 | $335M | $331.7M | $3.4M | 29 | 408 |
| Jan 2016 | $393.8M | $393.2M | $689K | 29 | 300 |
| Oct 2015 | $393.8M | $393.2M | $689K | 29 | 300 |
| Mar 2015 | $393.8M | $393.2M | $689K | 29 | 300 |
| Mar 2015 | $393.8M | $393.2M | $689K | 30 | 300 |
| Mar 2015 | $393.8M | $393.8M | $0 | 30 | 300 |
| Mar 2015 | $393.8M | $393.8M | $0 | 30 | 300 |
| Feb 2015 | $208M | $208M | $0 | 20 | 300 |
| Jun 2014 | $208M | $208M | $0 | 20 | 300 |
| Mar 2014 | $208M | $208M | $0 | 20 | 300 |
| Jan 2014 | $208M | $208M | $0 | 20 | 300 |
| Jan 2014 | $208M | $208M | $0 | 20 | 300 |
| Oct 2013 | $208M | $208M | $0 | 20 | 300 |
| Oct 2013 | $208M | $208M | $0 | 20 | 300 |
| Apr 2013 | $208M | $208M | $0 | 20 | 300 |
| Dec 2012 | $208M | $208M | $0 | 20 | 300 |
| Apr 2012 | $140M | $140M | $0 | 6 | 300 |
| Jul 2011 | $120M | $120M | $0 | 10 | -- |
| Jun 2011 | $70M | $70M | $0 | 10 | -- |
| Jun 2011 | $70M | $70M | $0 | 10 | -- |
DateDec 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees28
Clients300
DateSep 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees28
Clients1,200
DateAug 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateAug 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateAug 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateJul 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateJul 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateJul 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateJul 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateMay 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateApr 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateMar 2017
Total AUM$523.7M
Discretionary$503.7M
Non-Disc.$20M
Employees29
Clients1,200
DateMar 2017
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateFeb 2017
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateFeb 2017
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateJan 2017
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateJan 2017
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateJan 2017
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateNov 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateOct 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateAug 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateAug 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees30
Clients408
DateAug 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees30
Clients408
DateJun 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateJun 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateMar 2016
Total AUM$335M
Discretionary$331.7M
Non-Disc.$3.4M
Employees29
Clients408
DateJan 2016
Total AUM$393.8M
Discretionary$393.2M
Non-Disc.$689K
Employees29
Clients300
DateOct 2015
Total AUM$393.8M
Discretionary$393.2M
Non-Disc.$689K
Employees29
Clients300
DateMar 2015
Total AUM$393.8M
Discretionary$393.2M
Non-Disc.$689K
Employees29
Clients300
DateMar 2015
Total AUM$393.8M
Discretionary$393.2M
Non-Disc.$689K
Employees30
Clients300
DateMar 2015
Total AUM$393.8M
Discretionary$393.8M
Non-Disc.$0
Employees30
Clients300
DateMar 2015
Total AUM$393.8M
Discretionary$393.8M
Non-Disc.$0
Employees30
Clients300
DateFeb 2015
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateJun 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateMar 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateJan 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateJan 2014
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateOct 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateOct 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateApr 2013
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateDec 2012
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees20
Clients300
DateApr 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients300
DateJul 2011
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees10
Clients--