Platinum Wealth Management, Inc.

Platinum Wealth Management, Inc. (CRD# 309839) is a financial advisory firm headquartered in San Diego, CA. They manage $54,000,000 in 284 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3111 Camino Del Rio North, Suite 400, San Diego, CA 92108
https://www.joinplatinumwealth.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $190,141
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Platinum Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Lopez, financial advisor San Diego CA
Jonathan A. Lopez
CRD#: 2579175
3111 Camino Del Rio North, Suite 400, San Diego, CA 92108

Jonathan Lopez (CRD# 2579175) is an Investment Advisor Representative working at Platinum Wealth Management, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals