DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Samuel Platt

Platt Wealth Managementindependent RIASan Diego, CaIA-onlyIAPD 2591205

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Jeffrey Platt

At current firm

8 y

since Jul 6, 2018

In the industry

22 y

since Mar 18, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder, Chief Investment Officerreportedplattwealthmanagement.comfirm site, Sep 16, 2026
Founder: “As the founder and Chief Investment Officer of Platt Wealth Management, Jeff brings over 30 years of wealth management experience to the firm.”reportedplattwealthmanagement.comthe sentence on the bio page
Partner or owner: “Jeff started as a solo practitioner and has worked at or been a partner at a variety of firms.”reportedplattwealthmanagement.comthe sentence on the bio page
Investment committee: “Jeff serves on the Board and sits on the Investment Committee.”reportedplattwealthmanagement.comthe sentence on the bio page
Professional profile: plattwealthmanagement.com/jeffrey-plattreportedplattwealthmanagement.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/jeffrey-s-plattreportedplattwealthmanagement.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Platt Wealth Management independent RIA current
since Jul 6, 2018 · San Diego, Ca
Wealth Quest Partners, Inc. former
Jan 16, 2015 to Oct 9, 2018 · San Diego, Ca
Harrison - De Charon, L.L.C. former
Jun 30, 2008 to Nov 12, 2015 · San Diego, Ca
Blankinship & Foster, LLC independent RIA
Mar 18, 2004 to Sep 28, 2004 · Del Mar, Ca

Moves

a registration end followed by a registration begin elsewhere

Wealth Quest Partners, Inc. to Platt Wealth Management
left Oct 9, 2018, registered Jul 6, 2018 (-95 days) · RIA to a newly registered adviser
Harrison - De Charon, L.L.C. to Wealth Quest Partners, Inc.
left Nov 12, 2015, registered Jan 16, 2015 (-300 days) · Other · moved with a team
Blankinship & Foster, LLC to Harrison - De Charon, L.L.C.
left Sep 28, 2004, registered Jun 30, 2008 (1371 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address