Kai Hiram Kramer
Investment adviser representative at Platt Wealth Management
10 yearsExperience
1 stateRegistered in
$390.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Platt Wealth Management LLCFeb 2021 to now
- Yasukochi Family FarmsOct 2020 to Jan 2021
- UnemployedMay 2020 to Sep 2020
- UclaJun 2018 to May 2020
- Ameriprise Financial Services, Inc.Dec 2017 to Jan 2018
- Ameriprise Financial Services, Inc.Jun 2017 to Sep 2017
- Palomar CollegeAug 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Platt Wealth Management
Legal name: Platt Wealth Management, LLC
$390.6MAssets managed
205Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6814303
- Firm CRD
- 297487