PLATFORM WEALTH MANAGEMENT, LLC
Doing business as PLATFORM WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$509,034,759
Discretionary
$471,261,357
Non-discretionary
$37,773,402
Firm details
- CRD number
- 329313
- SEC file number
- 801-129811
- Main office
- HOLLADAY, UT, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.