Plutus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,019,097
Clients
19
Advisors
1
of 1 employees
About
Plutus Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporate or business entities. Like many independent advisers, the firm typically charges asset‑based fees and offers ongoing portfolio management tailored to each client’s goals and risk tolerance.
The firm documents client objectives in an Investment Policy Statement and often operates with discretionary authority to implement its recommendations, combining charting (technical) and fundamental analysis. PWM employs a broad array of strategies — including long‑ and short‑term trading, options, margin, short sales, and access to private placements and private equity — and conducts regular monitoring and periodic reviews tied to client circumstances.
Noteworthy for a firm of its scale, PWM offers performance‑based fee arrangements for qualified clients and provides pension consulting services to retirement plans, including guidance on 401(k) plan investments and manager selection. The firm’s personnel also engage in licensed insurance sales and other outside business activities and require custody through an institutional custodian, matters the firm discloses and addresses in its written policies.
Client services
Expertise
Fee options
Fixed fees as noted for financial planning and pension consulting ($200 to $20,000 and $500 to $5,000 respectively)
1.00% annually for portfolio management fees on all assets
Hourly fees for financial planning and pension consulting range from $150 to $800 per hour
For qualified clients: 1.50% annual fee plus 10.00% performance fee on capital appreciation with a high water mark
Fee-only: Fixed fees for financial planning range between $200 and $20,000; fixed fees for pension consulting range between $500 and $5,000
Main office
851 Burlway Rd #523
Burlington CA 94010
Advisors at this office
1
Most active in
California
Also doing business as
Plutus Wealth Management · Plutus Wealth Management, LLC
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.
Forms ADV
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