Platinum Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Platinum Wealth Management provides investment supervisory services and financial planning to individuals, high‑net‑worth clients, and institutional clients, and also offers independent insurance products. The brochure notes an account minimum (which may be waived) and that the firm is registered as an investment adviser in California as of April 2026, though it currently reports no assets under management or active advisory accounts.
The firm constructs client-specific Investment Policy Statements and typically manages accounts on a discretionary basis, using a mix of fundamental, technical and cyclical analysis and both strategic and tactical asset‑allocation approaches. Its stated programs may include short‑term trading, margin and covered option strategies, and it may place client assets with third‑party managers — the brochure identifies the use of Charles Schwab as a third‑party advisory/custodial provider and describes a formal selection and oversight process for sub‑advisers.
What is noteworthy for a firm in this regulatory category is its dual role in insurance distribution and investment management: the principal engages in independent insurance activities and the firm accepts compensation for insurance sales, a feature the brochure discloses alongside its advisory services. The firm also emphasizes the selection and oversight of other advisers and explicitly discloses that it is not a private fund adviser and does not participate in wrap fee programs or performance‑based fee arrangements.
Client services
Expertise
Fee options
1.70% annually flat fee
Account minimum: $80,000
Main office
8050 N. Palm Avenue Suite 300
Fresno CA 93711
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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