Platinum Wealth Group

Financial Services • Newport Beach, California, United States • 11-20 Employees

Company overview

Headquarters	5000 Birch St, 3000, Newport Beach, California 92660, US
Phone number	+17145091660
Website	platinumwealthgroup.com
NAICS	52
SIC	628
Employees	11-20
Socials

Key Contact at Platinum Wealth Group

Justin Lowy

Ceo & Financial Planner

Platinum Wealth Group Email Formats

Platinum Wealth Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	42.1%
{first name}@company.com	john@company.com	25.3%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	14.8%
{first name}{last name}@company.com	johndoe@company.com	10.2%
{last name}@company.com	doe@company.com	7.6%

About Platinum Wealth Group

Managing the tax implications of your real estate assets can be overwhelming and discouraging. We take a holistic approach to 1031 Exchanges, taking into consideration your entire financial life and your retirement needs. Let us help you navigate the real estate tax landscape through the use of 1031 Exchanges and Delaware Statutory Trusts (DSTs). The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Platinum Wealth Group is a branch of DFPG Investments, LLC. Securities and Investment Advisory Services offered through DFPG Investments, LLC. Member FINRA / SIPC.

Platinum Wealth Group revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Employees by Department

Platinum Wealth Group has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Platinum Wealth Group has never raised funding before.

Frequently asked questions

Platinum Wealth Group is located in Newport Beach, California, US.

You can reach Platinum Wealth Group at +17145091660.

Platinum Wealth Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Platinum Wealth Group

Justin Lowy

Ceo & Financial Planner

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