Plutus Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,201,346
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
20
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$610,067
About
Plutus Wealth Management is a single‑advisor independent firm managing roughly $12.2 million for about 20 clients. It provides discretionary portfolio management, financial planning, and pension consulting, and serves individuals as well as corporate/business entities, pension and profit‑sharing plans, and charitable organizations.
The firm creates written Investment Policy Statements and generally seeks discretionary authority to implement asset allocation and security selection; its analysis blends charting and fundamental methods and it uses a broad set of strategies, including long‑ and short‑term trading, margin, short sales, options, ETFs, mutual funds, private equity and private placements. For qualified clients, the firm combines an asset‑based fee with a performance‑based fee subject to a high‑water mark, and pension consulting services include written plans, manager recommendations and ongoing monitoring.
Noteworthy features relative to peers include the use of performance‑based fees (a 10% performance fee in addition to asset fees) and an explicit focus on corporate clients and pension plan consulting, all of which are uncommon among similar independent advisers. The firm also discloses non‑advisory business activities (including insurance sales) and custodial arrangements (Schwab Institutional), and it documents conflicts of interest and allocation/fee mechanics in its disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Annuities
Fee options
Fixed fees range from $200 to $20,000 for financial planning and $500 to $5,000 for pension consulting.
1.50% annually
$150 to $800 per hour for pension consulting and financial planning services.
10.00% performance fee on capital appreciation for qualified clients, in addition to 1.50% AUM fee.
Main office location
Plutus Wealth Management
851 Burlway Rd #523
Burlington CA 94010, United States
Number of offices
1
Most active in
Plutus Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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