PLATFORM WEALTH MANAGEMENT, LLC

PLATFORM WEALTH ADVISORS
HOLLADAY, Utah·4 registered advisors·CRD# 329313
SEC# 801-1298111(385) 243-0553
01

Firm Overview

AUM
$295M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
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 PlanningInvestment ManagementWealth Management
04

Advisors at PLATFORM WEALTH MANAGEMENT, LLC

4 registered advisors
Kirk Brian Stovesand
HOLLADAY, Utah
Reyes R Florez
HOLLADAY, Utah
Taralyn Nmn Nicholas
HOLLADAY, Utah
Tyson Edward Chapman
HOLLADAY, Utah
05

Office Locations

HOLLADAY, Utah
4 advisors

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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.