A complete list of active advisors currently associated with Platinum Wealth Management, Inc.

Warmer can help you find a great advisor at Platinum Wealth Management, Inc. or one who fits your needs even better.

Platinum Wealth Management provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also accepts corporate clients. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and generally invests in equities, mutual funds, ETFs, fixed‑income securities and non‑U.S. securities. PWM combines fundamental and quantitative analysis with a range of trading approaches, including long‑term and short‑term trades as well as options and short sales, and conducts at least quarterly portfolio reviews with monthly custodian reporting. The firm offers both asset‑based fee accounts and performance‑based arrangements — qualified clients may be charged a 20% performance fee above a 5% hurdle with a high‑water mark — and discloses procedures intended to mitigate conflicts between account types. Noteworthy features compared with many peers include acting as sponsor and portfolio manager for a wrap fee program (with a separate wrap brochure) and using strategies that involve leverage or borrowing (options and short sales), which the brochure identifies as material risks. The ADV also discloses that the firm’s principal conducts licensed insurance sales and teaches personal finance, and it reports past client complaint/settlement activity and a prior employment termination.

To learn more about the advisors currently working at Platinum Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.