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PLATFORM WEALTH ADVISORS
PLATFORM WEALTH MANAGEMENT, LLC
CRD 329313 · SEC 801-129811
6510 S. MILLROCK DR, HOLLADAY, UT, 84121, United States
Phone
(385) 243-0553
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$509.0M
Discretionary AUM
$471.3M
Team
17 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $80.3M |
| High net worth individuals | 78 | $315.5M |
| Pension/profit sharing plans | 10 | $15.3M |
| Charitable organizations | 1 | $212K |
| Other investment advisers | 1 | $2.2M |
| Corporations/business entities | 2 | $95.5M |
States served
AZ, CA, GA, LA, NE, NJ, NY, NC, OR, PA, UT, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD