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

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

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.

To learn more about the advisors currently working at Platinum Wealth Management, LLC, 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.

Name	Location	Years of experience
Daniel Boulware	Fresno, CA	10

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