Platform Wealth Advisors
Platform Wealth Advisors is an SEC-registered wealth manager in Holladay, UT with $509.0M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Platform Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329313, SEC 801-129811, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $509.0M (2026-06-04)
- Firm type
- Wealth Manager
- Location
- Holladay, UT
- Employees
- 17
- Clients
- 269
- CRD
- 329313
- Ownership
- FLOREZ, REYES, R; SWELL CAPITAL I, LLC; STOVESAND, KIRK, BRIAN; PT&C GROUP, LLC; NICHOLAS, TARALYN, NMN
How much AUM does Platform Wealth Advisors have?
Platform Wealth Advisors reported $509.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Platform Wealth Advisors?
Disclosed owners and executives of Platform Wealth Advisors include FLOREZ, REYES, R, SWELL CAPITAL I, LLC, STOVESAND, KIRK, BRIAN, PT&C GROUP, LLC, NICHOLAS, TARALYN, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.