A complete list of active advisors currently associated with Plutus Wealth Management
Warmer can help you find a great advisor at Plutus Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Plutus Wealth Management, 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 |
|---|---|---|
Burlington, CA
| 8
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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