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KK

Kai H. Kramer

PLATT WEALTH MANAGEMENT
San Diego, CA 92108
Some features on this profile are disabled
CRD#: 6814303
KK

Professional summary

Kai Hiram Kramer is a registered financial advisor currently at PLATT WEALTH MANAGEMENT located in San Diego, California.

Kai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kai has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kai Hiram Kramer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 25, 2022 - Present

PLATT WEALTH MANAGEMENT

Office #1: 3838 Camino Del Rio North Suite 365, San Diego, CA 92108
RIA
CRD#: 297487
San Diego, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT | PLATT, JEFFREY SAMUEL | PLATT WEALTH MANAGEMENT, LLC

CRD#: 297487 / SEC#: 801-113568

RIA
Registered Investment Advisory firm - (7/6/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/25/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2022
Uniform Investment Adviser Law Examination

Current Firm

PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT | PLATT, JEFFREY SAMUEL | PLATT WEALTH MANAGEMENT, LLC

CRD#: 297487 / SEC#: 801-113568

RIA
Registered Investment Advisory firm - (7/6/2018 Approved)
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Contact information

Main Address
3838 Camino Del Rio North Suite 365, San Diego, CA 92108
Mailing Address
Phone number
(619) 255-9554
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 REVISED (10/28/2025)

Regulatory assets under management

Total Number of Accounts598
AUM (Assets Under Management)$ 341,385,772

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PLATT WEALTH MANAGEMENT

PLATT WEALTH MANAGEMENT

CRD#: 297487San Diego, CA 92108

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