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 SEC-registered RIA (organized as an LLC and registered in 2024) that serves both individual and institutional clients. The firm operates as a capital allocator, combining in-house portfolio management and financial planning with the selection of outside managers. Fee arrangements include both percentage-of-AUM and fixed-fee billing. Reported advisory capabilities cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Platform Wealth Advisors is not identified as an active ESG investor, and its industry affiliation listing includes accountants.
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
Paul Mannion
Wealth AdvisorCRD 4764558
Donovan Roberson
Associate Wealth AdvisorCRD 6878943
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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