{
  "crd_number": 307295,
  "slug": "pluto-wealth-management-woodridge-il-307295",
  "primary_business_name": "PLUTO WEALTH MANAGEMENT",
  "legal_name": "PLUTO WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Woodridge",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-01-31",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 1779890.0,
  "raum_discretionary": 1779890.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1533222.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 246668.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "IL"
  ],
  "websites": [
    "https://facebook.com/PlutoWealthManagement",
    "https://linkedin.com/company/pluto-wealth-management",
    "https://plutowm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307295",
  "city_as_filed": "WOODRIDGE",
  "url": "https://advisorcensus.com/firm/pluto-wealth-management-woodridge-il-307295",
  "display_name": "Pluto Wealth Management",
  "summary": "Pluto Wealth Management is a state-registered investment advisory firm in Woodridge, IL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Pluto Wealth Management (CRD 307295): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Pluto Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pluto Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Pluto Wealth Management located?",
      "a": "Pluto Wealth Management's principal office is in Woodridge, IL, according to its Form ADV."
    },
    {
      "q": "Is Pluto Wealth Management registered with the SEC or a state?",
      "a": "Pluto Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307295."
    },
    {
      "q": "How much does Pluto Wealth Management manage?",
      "a": "Pluto Wealth Management reports $1,779,890 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Pluto Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Does Pluto Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307295"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pluto-wealth-management-woodridge-il-307295.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1533222.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 246668.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307295",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}