SAN DIEGO, CACRD 297487Latest ADV February 1, 2026
Platt Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 1, 2026, reports $391M in regulatory assets under management, 5 employees, and 663 accounts.
Assets Under Management
$391M
Employees
5
Offices
--
Total Clients
205
Primary office
SAN DIEGO, CA
3838 CAMINO DEL RIO NORTH, SUITE 365, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.0% of total clients.
Top client categories% of clientsClients
1
Individuals
58.0%
119
2
HNWI
38.0%
78
3
Pension Plans
3.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of February 1, 2026
Discretionary100.0%
$391M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts663
10Y AUM Change+$391M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.