Platte West Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 158954
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI66.69%
- Pension & Profit Sharing Plans20.68%
- Individuals11.6%
- Corporations / Businesses1.03%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Platte West Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves both individual and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and runs educational seminars and workshops. Compensation is mixed: clients may be charged a percentage of assets under management, hourly or fixed fees, and in some cases commissions. The firm does not market itself as an active ESG investor and is not registered as a multi-state adviser. Its operational affiliations include relationships with an accountant and an insurance company, which likely support its planning and risk-management offerings.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities65%
- Investment Grade Corp Bonds24%
- Public Funds/Mutual Funds5%
- Private Funds5%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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