Platt Wealth Management LLC

EST. AUM
$390,634,320

CONTACTS

CLIENT ACCOUNTS
663

Firm Details

Metro area San Diego
CRD Number 297487
Website plattwealthmanagement.com
Client types

Overview

Platt Wealth Management, LLC is a San Diego-based SEC-registered investment adviser founded by Jeffrey S. Platt in 2018. The firm provides fee-only investment management, financial planning, retirement planning, tax planning, estate planning analysis, family legacy planning, charitable planning, and real estate analysis for individuals, families, business owners, executives, corporations, and retirement plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Platt Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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