Platform Wealth Management, LLC
● SEC registered since 2024CRD 329313SEC# 801-129811Holladay, UT
Reg. AUM
$509M
Employees
16
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 16 people.
Platform Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Brian Stovesand | Member | 10-25% | 2024 |
| Pt&c Group, LLC Control | Member | Over 75% | 2023 |
| Reyes R Florez Control | Manager | Under 5% | 2024 |
| Taralyn Nmn Nicholas | Chief Compliance Officer | Under 5% | 2024 |
| Aaron Louis Derose Control | Director | — | 2025 |
| Ben Crockett Control | Director | — | 2025 |
| Cynosure Partners III, LLP Control | Member | 25-50% | 2025 |
| Pt&c Group Holdings, LLC Control | Member | Over 75% | 2025 |
| Reyes R Florez Control | Director | — | 2025 |
| Zachary David Larkin Control | Director | — | 2025 |
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 16 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, monthlyOct '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,389 advisers
EmployeesTop 29%
More than 71% of 16,799 advisers
Assets under management
$509Mregulatory AUM
Discretionary $471.3MNon-discretionary $37.8M