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| Platte River Wealth Advisors LLC
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| |
|---|---|
| CRD # | 304224 |
| SEC # | 801-116915 |
| CIK # | 0001802013 |
| AUM | $544.3 MM (2024-02-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 720-738-9010 |
| Address | 726 Front Street Louisville, CO 80027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.5 | |
| MSFT | 1,918,222.4 | 10.5 | |
| GOOG | 1,482,566.4 | 9.9 | |
| LLY | 301,789.7 | 7.5 | |
| JPM | 340,169.2 | 4.3 | |
| NVDA | 399,550.0 | 3.1 | |
| UNH | 477,004.0 | 2.8 | |
| GL | 9,668.7 | 2.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 2.1 |
| (b) Individuals (high net worth individuals) | 65 | 524.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.5 |
| (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 | 0 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 544.3 |
| By Discretionary | ||
| Discretionary | 281 | 544.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 281 | 544.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 543.0 | |
| Total | 281 | 544.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802013] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Delap Wealth Advisory LLC
✚
|
OR | 0.5 |
|
Rowling & Associates LLC
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|
CA | 0.5 |
|
Paragon Capital Management LLC
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KS | 0.5 |
|
Fiduciary Financial Group LLC
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CA | 0.5 |
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Ballast Inc
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KY | 0.5 |
|
Goehring & Rozencwajg Associates LLC
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NY | 0.5 |
|
Rose Capital Advisors LLC
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|
FL | 0.5 |
|
Sherrill & Hutchins Financial Advisory Inc
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|
GA | 0.5 |
|
Ridgecrest Wealth Partners LLC
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|
CA | 0.5 |
|
Oak Hill Wealth Advisors LLC
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|
VA | 0.5 |