What departments does Platinum Wealth Solutions of Texas, LLC have?

Platinum Wealth Solutions of Texas, LLC has employees across 1 departments including Finance.

What is the largest department at Platinum Wealth Solutions of Texas, LLC?

The largest department at Platinum Wealth Solutions of Texas, LLC is Finance with 3 employees.

Where are Platinum Wealth Solutions of Texas, LLC employees located globally?

Platinum Wealth Solutions of Texas, LLC has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Platinum Wealth Solutions of Texas, LLC's team size changed over time?

Platinum Wealth Solutions of Texas, LLC's team has decreased from approximately 28 to 25 employees based on available data.

Platinum Wealth Solutions of Texas, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

At Platinum Wealth Solutions of Texas, LLC we provide sound advice and customized solutions for our clients’ personal & business planning needs. We take the time to listen and understand our clients’ unique situation. We will strategize together to create a plan that helps our clients get their financial house in order. By monitoring and reviewing the plan regularly, our clients tell us this gives them confidence knowing they are working with an advisor team with high integrity who always keeps their promises. 

Led by an experienced executive team with decades of combined industry knowledge, the firm is guided by Nick Valenti, Chief Executive Officer, alongside Elizabeth Valenti, Senior Vice President, and Kenny Roesler, Vice President. Together, they bring strategic insight, disciplined planning, and a client-first mindset to every relationship.

We are strongly committed to diversity and equal opportunity.

For full disclosure, please visit our website.
finra.org
sipc.org

Platinum Wealth Solutions of Texas, LLC Global Highlights

North America
38

United States Of America
38

Oceania
1

Australia
1

Platinum Wealth Solutions of Texas, LLC's Leadership

R. L.
Vice President Wealth Management
Mobile Phone
Email
B. M.
Financial Advisor
Mobile Phone
Email
C. M.
Financial Advisor
Mobile Phone
Email
T. V.
Investment Advisor Representative
Mobile Phone
Email

Platinum Wealth Solutions of Texas, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other
Analytics

Contact profiles from Platinum Wealth Solutions of Texas, LLC

Name

Title

Contact Info

Location

Last Update

R. L.
Vice President Wealth Management
Mobile Phone
Email
Aug 03, 2024
B. M.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
C. M.
Financial Advisor
Mobile Phone
Email
Apr 18, 2025
T. V.
Investment Advisor Representative
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Platinum Wealth Solutions of Texas, LLC known for?

Platinum Wealth Solutions of Texas, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 3255 Paesanos Parkway Suite 100 San Antonio, Texas 78231 United States; you can contact the main corporate office by phone at

+1-210-998-****

. Explore Platinum Wealth Solutions of Texas, LLC's company overview page for more information.

What is Platinum Wealth Solutions of Texas, LLC's most common email format?

Platinum Wealth Solutions of Texas, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Platinum Wealth Solutions of Texas, LLC email formats with LeadIQ.

How many employees does Platinum Wealth Solutions of Texas, LLC have currently?

Platinum Wealth Solutions of Texas, LLC has approximately 19 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Platinum Wealth Solutions of Texas, LLC's key employees and leadership?

As of June 2026, Platinum Wealth Solutions of Texas, LLC's key employees include:

Vice President Wealth Management: R. L.
Financial Advisor: B. M.
Financial Advisor: C. M.
Investment Advisor Representative: T. V.

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Platinum Wealth Solutions of Texas, LLC Employee Directory

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