Investment adviser · CRD 329313
PLATFORM WEALTH ADVISORS
Investment adviser filing (IA)
PLATFORM WEALTH MANAGEMENT, LLC
HOLLADAY, UT, United States · Form ADV filed Sep 15, 2026
- Regulatory AUM
- $509M Form ADV · Item 5.F
- Client accounts
- 776 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 78 | $315,528,625 | 62.0% |
| Corporations & businesses | Fewer than 5 | $95,524,737 | 18.8% |
| Individuals | 178 | $80,265,445 | 15.8% |
| Retirement plans | 10 | $15,269,302 | 3.0% |
| Other investment advisers | Fewer than 5 | $2,234,869 | 0.4% |
| Charities | Fewer than 5 | $211,781 | 0.0% |
Filing source
Form ADV 2131256 · Sep 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
6510 S. MILLROCK DRHOLLADAY, UT, 84121, United States
CRD 329313
Filing source
Form ADV 2131256 · Sep 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.