Investment adviser · CRD 145507

PLATINUM WEALTH PARTNERS

Investment adviser filing (IA)

PLATINUM WEALTH PARTNERS, INC.

TAMPA, FL, United States · Form ADV filed Dec 15, 2017

Regulatory AUM
$524M
Form ADV · Item 5.F
Client accounts
2,400
Accounts, not individual clients
Employees
28
Reported in this filing
Advisory professionals
23
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 15, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

100 N. TAMPA STREET, SUITE 1600
TAMPA, FL, 33602, United States

CRD 145507

Filing source

Form ADV 1158109 · Dec 15, 2017 · 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.