RIA Intel›Advisers›Florida›PLATINUM PLANNING, INC.

PLATINUM PLANNING, INC.

Advisory

SARASOTA, FL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in FL

#1,798

of 2,610 advisers by AUM

Average account

$106K

across 309 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients205

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

205 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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