Pluto Wealth Management
23yrs
More experience than 67% of advisors nationwide
Pluto Wealth Management
Woodridge, IL. Legal name: Pluto Wealth Management LLC
About the firm
A registered investment advisory firm based in Woodridge, Illinois. It manages about $1.78 million for roughly 6 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Subscription fees; Flat or fixed fees
Typical client size ?$255,537
Assets under management ?$1.78 million
Individual clients6
Median years of experience23
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publicationsEducational seminars and workshopsOther services
Advisors at Pluto Wealth Management
1Advisors
23Median years of experience
1States with offices
–Offices
Also known as
Pluto Wealth Management LLC
About Pluto Wealth Management
How do I contact Pluto Wealth Management?
Call the main office at (312) 488-9548. The main office is at One Heritage Plaza 7501 Lemont Road, Suite 20b, Woodridge, IL 60517.
How is Pluto Wealth Management paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Pluto Wealth Management offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Newsletters and publications, Educational seminars and workshops, Other services.
How many advisors work at Pluto Wealth Management?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.