Platform Wealth Management LLC

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Assets, Funds, Holdings

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Platform Wealth Management LLC
CRD #329313
SEC #801-129811
CIK #
AUM $295.1 MM (2024-08-30)
Employees 7 (86% Investors, 0% Brokers)
Phone385-243-0553
Address6510 S Millrock Dr
Holladay, UT 84121
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 126 58.6
(b) Individuals (high net worth individuals) 47 116.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 7.2
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 113.2
(n) Other 0 0.0
Total 555 295.1
By Discretionary
Discretionary 555 295.1
Non-Discretionary 0 0.0
Total 555 295.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 295.1
Total 555 295.1
Comparable Firms State AUM ($BB)
Burns Matteson Capital Management LLC
NY 0.3
Regimen Wealth LLC
GA 0.3
Thomas Wright Asset Management Inc
PR 0.3
Envision Financial Transparency LLC
NC 0.3
CPR Investments Inc
MI 0.3
Ascendant Financial Solutions Inc
AZ 0.3
Alpha Financial Partners LLC
KY 0.3
Thayer Partners LLC
PA 0.3
Pflug Koory LLC
NE 0.3
FWG Holdings LLC
FL 0.3
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