PLATT WEALTH MANAGEMENT, LLC
Legal name: PLATT WEALTH MANAGEMENT
CRD #297487 SEC #801-113568 SAN DIEGO, CA 619-255-9554
SEC Registered
Total AUM
$341.4M
Discretionary
$341.4M
Employees
6
Clients
26
Accounts
598
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $341.4M | $341.4M | $0 | 6 | 5 |
| Oct 2025 | $341.4M | $341.4M | $0 | 6 | 5 |
| Aug 2025 | $341.4M | $341.4M | $0 | 6 | 5 |
| Jun 2025 | $341.4M | $341.4M | $0 | 6 | 5 |
| Jan 2025 | $341.4M | $341.4M | $0 | 6 | 5 |
| Mar 2024 | $294.7M | $294.7M | $0 | 6 | 5 |
| Mar 2023 | $266.9M | $266.9M | $0 | 5 | 6 |
| Feb 2022 | $264M | $262.2M | $1.7M | 5 | 1 |
| Feb 2021 | $222.4M | $220.6M | $1.8M | 5 | 2 |
| May 2020 | $191.7M | $191.7M | $0 | 4 | 0 |
| Mar 2020 | $191.7M | $191.7M | $0 | 4 | 0 |
| Nov 2019 | $165M | $165M | $0 | 3 | 0 |
| Mar 2019 | $165M | $165M | $0 | 3 | 0 |
| Mar 2019 | $165M | $165M | $0 | 3 | 0 |
| Mar 2019 | $165M | $165M | $0 | 3 | 0 |
| Sep 2018 | $183.1M | $183.1M | $0 | 1 | 0 |
| Jul 2018 | $0 | $0 | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
| Jun 2018 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees6
Clients5
DateOct 2025
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees6
Clients5
DateAug 2025
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees6
Clients5
DateJun 2025
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees6
Clients5
DateJan 2025
Total AUM$341.4M
Discretionary$341.4M
Non-Disc.$0
Employees6
Clients5
DateMar 2024
Total AUM$294.7M
Discretionary$294.7M
Non-Disc.$0
Employees6
Clients5
DateMar 2023
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees5
Clients6
DateFeb 2022
Total AUM$264M
Discretionary$262.2M
Non-Disc.$1.7M
Employees5
Clients1
DateFeb 2021
Total AUM$222.4M
Discretionary$220.6M
Non-Disc.$1.8M
Employees5
Clients2
DateMay 2020
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0