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| Platform Wealth Management LLC
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| CRD # | 329313 |
| SEC # | 801-129811 |
| CIK # | 0002110622 |
| AUM | 509.0 M (2026-06-04) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 385-243-0553 |
| Address | 6510 S Millrock Dr Holladay, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002110622 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 61.9 | ||
| Alphabet Inc | 25.8 | ||
| Alphabet Inc | 25.1 | ||
| Amazon Com Inc | 22.4 | ||
| Costco Wholesale Corp /NEW | 18.0 | ||
| Salesforce Com Inc | 14.9 | ||
| Mission Produce Inc | 12.1 | ||
| BlackRock Inc | 10.8 | ||
| Marriott International Inc /MD/ | 10.2 | ||
| Accenture PLC | 9.1 | ||
| CVS Caremark Corp | 6.9 | ||
| TJX Companies Inc /DE/ | 6.7 | ||
| Nike Inc | 5.5 | ||
| CME Group Inc | 5.2 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Fiserv Inc | 4.1 | ||
| Starbucks Corp | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 80.3 |
| (b) Individuals (high net worth individuals) | 78 | 315.5 |
| (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 | 10 | 15.3 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 2.2 |
| (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 | 95.5 |
| (n) Other | 0 | 0.0 |
| Total | 776 | 509.0 |
| By Discretionary | ||
| Discretionary | 746 | 471.3 |
| Non-Discretionary | 30 | 37.8 |
| Total | 776 | 509.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 505.4 | |
| Total | 776 | 509.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110622] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Florek Financial LLC
✚
|
MA | 511.0 M |
|
Fidato Wealth LLC
✚
|
OH | 510.8 M |
|
Chase Investment Counsel Corporation
✚
|
VA | 509.8 M |
|
Dover Partners Inc
✚
|
OH | 508.6 M |
|
and Wealth Partners LLC
✚
|
MD | 508.2 M |
|
Instrumental Wealth LLC
✚
|
FL | 508.0 M |
|
WEA Financial Advisors Inc
✚
|
WI | 507.8 M |
|
Stratis Capital LLC
✚
|
CT | 507.5 M |
|
Maltin Wealth Management Inc
✚
|
507.2 M | |
|
Boone Wealth Advisors LLC
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|
WA | 506.8 M |