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| Platform Wealth Management LLC
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| |
|---|---|
| CRD # | 329313 |
| SEC # | 801-129811 |
| CIK # | |
| AUM | $295.1 MM (2024-08-30) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 385-243-0553 |
| Address | 6510 S Millrock Dr Holladay, UT 84121 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| 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 |