Platform Wealth Advisors
Firm details
- Headquarters
- Holladay, Utah
- CRD number
- 329313
- Registered since
- February 28, 2024
- Website
- platformadvise.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.99%
- Corporations / Businesses18.77%
- Individuals15.77%
- Pension & Profit Sharing Plans3%
- Other Investment Advisers0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Platform Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory mix includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of third‑party managers. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents5%
- Other3%
- US Government Bonds2%
Owners & executives
2 of 2Taralyn Nicholas
Chief Compliance OfficerCRD 7885958
Ryan Bateman
Chief Financial OfficerCRD 8065504
Contacts
3 of 11
Anita Peca
Investment Adviser RepresentativeCRD 5293661
Kirk Stovesand
Partner, Wealth AdvisorCRD 4249778
Marlin Stovesand
Retirement Plan ConsultantCRD 6704432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$140M in ETFs
2%
$2.2M
98%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $48.6M | 1,095,516 | 34.71% |
Location
Holladay, UT
Salt Lake
Location
Holladay, UT
Headquartered in Holladay, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 6510 S Millrock Dr
- Time zone
- MT (UTC-7)
- Office locations
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