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Platt Wealth Management Logo
Platt Wealth Management CB Rank
1694039
Heat Score
51
Platt Wealth Management is a fee-only financial advisory firm.
Founded
obfuscation
Private San Diego, California, United States1-10 www.plattwealthmanagement.com
Advice
Finance
Impact Investing
Retirement
Wealth Management
Overview

Platt Wealth Management
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Platt Wealth Management

CB Rank
1694039
Platt Wealth Management is a fee-only financial advisory firm.
Founded
obfuscation
Private San Diego, California, United States1-10 www.plattwealthmanagement.com
Advice
Finance
Impact Investing
Retirement
Wealth Management

Key People

Details

Legal Name Platt Wealth Management
Operating Status Active
Company Type For Profit
Founders  Jeff Platt
About the Company

Platt Wealth Management helps clients achieve their financial goals with customized financial advice, financial planning, and investment management. Their team consists of financial advisors who are ready to understand each client's goals and dreams in order to present the right solutions to their needs and opportunities that will simplify

their financial life.

Phone Number +1 619 255 9554
Contact Email info@plattwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that develops personalized financial strategies based on clients' goals, priorities, and risk tolerance to guide their financial decisions and milestones.
Investment Management
A service that manages clients' investment portfolios by creating diversified portfolios aligned with their risk profiles and financial objectives.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

149
115.94%
 in past month

IT Spend

$70.4KThis year, Platt Wealth Management is projected to spend $70.4K on IT, according to Aberdeen.

Active Website Tech Count

31Platt Wealth Management is actively using 31 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Platt Wealth Management's headquarters? Platt Wealth Management is located in San Diego, California, United States.Who are Platt Wealth Management's competitors? Alternatives and possible competitors to Platt Wealth Management may include Charles Schwab, Facet, and  CAPTRUST.
Who We Are
What We Do
Helpful Links
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