Platte West Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 158954
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, 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 operates as an independent registered investment adviser structured as an LLC with individual ownership. The firm serves both individual and family clients as well as institutional customers. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation is a mix of percentage-of-AUM fees and commission-based arrangements. The firm reports no active ESG investing program, is not a multi-state adviser, and does not act as a capital allocator. Platte West maintains industry relationships with an accountant and an insurance company that support its service delivery.
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%
Contacts
1 of 1John Hercher
Registered Investment AdvisorCRD 1390880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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