Platt Wealth Management

  • Financial Services
  • San Diego CA
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
3838 Camino del Rio North Ste 365, San Diego CA
Website
plattwealthmanagement.com
Employees
7
Founded in
2018
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Platt Wealth Management Industry Tags

investment management
financial planning
registered investment advisor
CFP
Certified Financial Planning
Chartered Financial Analyst
Fee Only Advisor
Fiduciary
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Platt Wealth Management Tech Stack

JavaScript
HTML
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FAQ

What is the location of Platt Wealth Management's headquarters?
The headquarters of Platt Wealth Management are situated at 3838 Camino del Rio North Ste 365, San Diego CA
What is Platt Wealth Management's official website?
The official website of Platt Wealth Management can be found at plattwealthmanagement.com.
What is Platt Wealth Management's current revenue?
As of October 2019, Platt Wealth Management's annual revenue reached $3B.
How many employees does Platt Wealth Management currently have?
Platt Wealth Management employs approximately 7+ people as of October 2019
Which industries is Platt Wealth Management primarily operating in?
Platt Wealth Management operates in the following industries: Finance, Credit
What are Platt Wealth Management's industry tags?
Platt Wealth Management's industry tags include: investment management, financial planning, registered investment advisor
When was Platt Wealth Management founded?
Platt Wealth Management was founded in 2018.

Employee Directory

Key Employees

Curtis West

Lead Financial Advisor

Phone Email

Angela Melfi

Director Of Operations

Phone Email