Platte West Wealth Management, LLC

Overview

Platte West Wealth Management, LLC is an independent registered investment adviser run as a single-owner firm that serves individual, family and small institutional clients. The practice combines fee-based portfolio management with commission-capable solutions, and its client-facing work centers on financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm is not an active ESG investor and does not operate as a multi-state adviser. Investment activity tilts toward publicly traded equities, with a clear preference for exchange-traded instruments as the core of client portfolios. Platte West does not position itself as a capital allocator that runs multi-manager programs; instead it uses direct equities, exchange-traded funds and selective third-party alternatives to construct client strategies while maintaining customization through separate accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices