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PLATFORM WEALTH ADVISORS
Legal name: PLATFORM WEALTH MANAGEMENT, LLC
CRD 329313File 801-129811
APPROVED
Retail clients
Custody
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$509.0M
Above cohort median (national)
Discretionary AUM
$471.3M
Non-discretionary $37.8M
Clients
270
776 accounts
Employees
17
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 28, 2024
- Principal office
- 6510 S. MILLROCK DR, HOLLADAY, UT, 84121
- Phone
- (385) 243-0553
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $509.0M
- Discretionary AUM
- $471.3M
- Non-discretionary AUM
- $37.8M
- Discretionary accounts
- 746
- Non-discretionary accounts
- 30
- Total accounts
- 776
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $95.5M |
| Charitable organizations | Fewer than 5 | $212K |
| Other investment advisers | Fewer than 5 | $2.2M |
| High net worth individuals | 78 | $315.5M |
| Pension and profit sharing plans | 10 | $15.3M |
| Individuals (other than high net worth individuals) | 178 | $80.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.