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PLATFORM WEALTH MANAGEMENT, LLC
PLATFORM WEALTH MANAGEMENT, LLC
PLATFORM WEALTH ADVISORS
HOLLADAY, Utah
·
1 registered advisor
·
CRD# 329313
SEC# 801-129811
1
(385) 243-0553
01
Firm Overview
AUM
$295M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PLATFORM WEALTH MANAGEMENT, LLC
1 registered advisor
Kirk Brian Stovesand
HOLLADAY, Utah
CRD# 4249778
05
Office Locations
HOLLADAY, Utah
1 advisor
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Data sourced from SEC Form ADV filings. PLATFORM WEALTH MANAGEMENT, LLC (CRD# 329313) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.