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 that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional investors, operating as a capital allocator that blends discretionary portfolio management with financial planning and selection of outside advisers. Its fee model combines percentage-of-AUM fees with fixed fees. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers.
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
FINTRXContacts
FINTRXWealth 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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