PLATFORM WEALTH ADVISORS
Holladay, UT
AUM
$509.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(385) 243-0553
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in UT, HOLLADAY
5 advisers found
INTERWISE
Holladay, UT
AUM
$369.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
801-484-6004
ATHOS PRIVATE WEALTH LLC
Holladay, UT
AUM
$268.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
435-252-1099
SOLITUDE WEALTH ADVISORS, LLC.
Holladay, UT
AUM
$36.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEE
801-797-6232
YOU FIRST FINANCIAL LLC
Holladay, UT
AUM
$22.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
518-312-9913