Platform Wealth Management, LLC
● SEC registered since 2024CRD 329313SEC# 801-129811Holladay, UT
Reg. AUM
$509M
Employees
17
Accounts
776
Location
Holladay, UT
Platform Wealth Management, LLC assets under management
Platform Wealth Management, LLC is an investment advisory firm registered with the SEC based in Holladay, UT. The firm has been registered since 2024. It reports $509 million in regulatory assets under management and employs 17 people.
Platform Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Brian Stovesand Control | Member | 10-25% | 2023 |
| Pt&c Group, LLC Control | Member | Over 75% | 2023 |
| Ryan Bateman Control | Chief Finance Officer | Under 5% | 2024 |
| Taralyn Nmn Nicholas | Director Of Risk And Compliance, Chief Compliance Officer | Under 5% | 2024 |
| Cynosure Partners III, LLP Control | Member | 25-50% | 2023 |
| Reyes R Florez Control | Member | — | 2024 |
| Tyson Edward Chapman Control | Member | 25-50% | 2023 |
Frequently asked questions
How much does Platform Wealth Management, LLC manage?
Platform Wealth Management, LLC reports $509 million in regulatory assets under management on its Form ADV.
How many employees does Platform Wealth Management, LLC have?
Platform Wealth Management, LLC reports 17 employees.
Where is Platform Wealth Management, LLC located?
Platform Wealth Management, LLC is based in Holladay, UT and has been SEC-registered since 2024.
Does Platform Wealth Management, LLC disclose fund performance?
Platform Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6510 S. Millrock Dr, Holladay, UT 84121 |
| Phone | (385) 243-0553 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2110622 |
| Discloses disciplinary history | No |
Regulatory AUM
$509M▲ 55%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$509Mregulatory AUM
Discretionary $471.3MNon-discretionary $37.8M