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PLATT WEALTH MANAGEMENT

SAN DIEGO, CA · CRD 297487 · IAPD ↗ · 619-255-9554

$390.6MRegulatory AUM
3Advisory reps
5Employees
3Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2025 — PLATT WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.