What departments does Platt Wealth Management have?

Platt Wealth Management has employees across 1 departments including Operations.

What is the largest department at Platt Wealth Management?

The largest department at Platt Wealth Management is Operations with 1 employees.

Where are Platt Wealth Management employees located globally?

Platt Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Platt Wealth Management's team size changed over time?

Platt Wealth Management's team has remained stable from approximately 5 to 5 employees based on available data.

Learn more at LeadIQ.com

Platt Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Platt Wealth Management operates in the financial services sector as a fiduciary, fee-only advisory firm based in San Diego, California. The company specializes in delivering personalized financial planning and portfolio management that align with each client’s individual goals, emphasizing client interests in every decision. Its approach centers on guiding clients through complex wealth-management decisions to help them achieve financial security and peace of mind. With a small team, the firm positions itself as a partner for individuals seeking tailored strategies rather than standardized solutions, communicating a focus on integrity and client-centric service. A recent development noted is the availability of a complimentary consultation to engage potential clients.

Platt Wealth Management Global Highlights

North America
5

United States Of America
5

Platt Wealth Management's Leadership

K. S.
Senior Client Service Associate
Mobile Phone
Email
D. R.
Client Services/Operations Associate
Mobile Phone
Email

Platt Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Other

Contact profiles from Platt Wealth Management

Name

Title

Contact

Location

Last Update

K. S.
Senior Client Service Associate
Mobile Phone
Email
United StatesFlorida
Oct 17, 2025
D. R.
Client Services/Operations Associate
Mobile Phone
Email
United StatesTexas
Mar 31, 2026

Frequently Asked Questions

What is Platt Wealth Management known for?

Platt Wealth Management was founded in 2018 operates in the Financial Services industry. Explore Platt Wealth Management's company overview page for more information.

What is Platt Wealth Management's most common email format?

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

How many employees does Platt Wealth Management have currently?

Platt Wealth Management has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Platt Wealth Management's key employees and leadership?

As of August 2026, Platt Wealth Management's key employees include:

Senior Client Service Associate: K. S.
Client Services/Operations Associate: D. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Platt Wealth Management Employee Directory

Find Platt Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead