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| Happy Holidays!! thanks for using AUM13F!! |
| Platform Wealth Management LLC
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| CRD # | 329313 |
| SEC # | 801-129811 |
| CIK # | |
| AUM | $328.6 M (2025-06-03) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 385-243-0553 |
| Address | 6510 S Millrock Dr Holladay, UT 84121 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 73.6 |
| (b) Individuals (high net worth individuals) | 47 | 125.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 9.3 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 119.7 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 328.6 |
| By Discretionary | ||
| Discretionary | 557 | 328.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 328.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.6 | |
| Total | 557 | 328.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ballina Capital LLC
✚
|
0.3 | |
|
HFM Investment Advisors LLC
✚
|
NJ | 0.3 |
|
Cannon Capital Management Inc
✚
|
UT | 0.3 |
|
Family Capital Management Inc
✚
|
MI | 0.3 |
|
Marin Bay Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Cox Capital Management LLC
✚
|
MA | 0.3 |
|
Altruist Financial Advisors LLC
✚
|
0.3 | |
|
Morey & Quinn Wealth Partners LLC
✚
|
NE | 0.3 |
|
Adapt Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Capasso Planning Partners LLC
✚
|
SC | 0.3 |