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PLUTUS WEALTH MANAGEMENT

PLUTUS WEALTH MANAGEMENT, LLC

CRD 329764

Visit website

851 BURLWAY RD #523, BURLINGTON, CA, 94010, United States

Phone

(917) 587-8963

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$17.0M

Discretionary AUM

$14.0M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals10$548K
High net worth individuals9$13.5M
Corporations/business entities5$3.0M

All web addresses on file

Official SEC filing: View on IAPD