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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Platt, Gina, Lew | I | NON-OWNER PRINCIPAL | NA | Control |
| Platt, Gina, Lew | I | NON-OWNER PRINCIPAL | NA | Control |
| Platt, Gina, Lew | I | NON-OWNER PRINCIPAL | NA | Control |
| Platt, Gina, Lew | I | NON-OWNER PRINCIPAL | NA | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
| PLATT, JEFFREY, SAMUEL | I | CHIEF COMPLIANCE OFFICER/PRINCIPAL | E | Control |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
3838 CAMINO DEL RIO NORTHSUITE 365
SAN DIEGO, CA 92108
United States
Phone: 619-255-9554